David Sacks just made a striking prediction. |
Anthropic is on track to become "the most powerful monopoly ever created in human history," according to White House AI czar. |
SpaceX and Anthropic just signed a $45 billion deal. And there’s still time to secure a stake before the June 12 IPO. |
Go here now – the “Pre-IPO window closes soon. |
Sacks's argument is simple. |
Anthropic is growing revenue at 10x per year. If that continues for just 18 more months, it would become the most valuable company ever created. |
He compares the situation to John D. Rockefeller and Standard Oil. |
Rockefeller cornered the energy market in the late 1800s by controlling refining and distribution. Sacks argues Anthropic is doing something similar in AI — building an early moat that competitors will struggle to crack. |
Here's what makes his argument hard to dismiss. |
A new report from The Information shows that Anthropic and OpenAI now capture 89% of revenue across the top 34 AI startups. That's up from 84.5% just six months ago. |
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The group is generating $80 billion in annualized sales. Anthropic alone accounts for roughly half. |
Most of the smaller AI startups depend on Anthropic and OpenAI to power their products. That includes well-known names like Cursor, Perplexity, and ElevenLabs. |
There are reasons to push back on the monopoly framing. |
Google, Microsoft, Meta, and SpaceX AI aren't going away. Each has deep pockets, custom chips, or distribution that smaller players can't match. |
And the 10x growth math doesn't extend forever. No company has ever sustained that pace of growth for very long. |
But the core point stands. AI is consolidating fast. Two companies are pulling away from the pack. And the application layer is getting squeezed between them. |
SpaceX is a critical partner with Anthropic – signing a $45 billion data center deal. |
The companies are planning launch orbital AI data centers. That’s a key reason that SpaceX is planning to raise $75 billion on June 12 with its IPO. |
There’s still time to secure your Pre-IPO shares today. |
Simply click here now. |
Ian Wyatt
Editor, Daily Profit |
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