Anthropic Quarterly revenue of over $16 billion Valuation around $2 trillion Focus: writing code for programmers Leading the way in replacing average programmers OpenAI Quarterly revenue of around $8 billion Valuation about $1 trillion Focus: chatbots Leading in problem-solving, answering questions, and chatting Also realized writing code is super profitable Started copying Anthropic Seedance Focus: video generation Currently the main platform for various AI short dramas Leading in the video generation field Quarterly revenue of around $500 million Still waiting for significant income from smaller projects The three major AI applications are starting to take shape: Code writing, search/chat, and video generation Just like the social, search, and e-commerce era of Web2 Too bad the market doesn’t have an index That includes all these companies Plus some others with unique focuses Buy and hold for 5 years Could potentially yield 50-100% annualized returns