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Even as cheaper open-source AI models flood the market, Anthropic keeps winning a larger slice of corporate spending because businesses tackling their hardest or least-understood problems still reach for the most capable frontier models, which should keep driving the company's revenue higher.
Altimeter Capital would eagerly buy a large stake in OpenAI's IPO because the company is reportedly on track for around $70 billion in revenue and momentum is building again with powerful new models, including GPT-6, on the way — making OAIO, the current public proxy for OpenAI exposure, a compelling long even with the messiness of OpenAI's corporate restructuring still being sorted out.
Uber is rolling out AI agents across its engineering and operations teams in a hands-on, department-by-department way that should meaningfully cut costs and boost profits, making the stock a buy.