Biilmann: Would buy Anthropic over OpenAI and Grok at current valuations
Matt Biilmann · 20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify · Mar 14, 2025 · at 33:03
Netlify CEO Matt Biilmann is asked by Harry Stebbings to choose between investing in Anthropic at $60B valuation, OpenAI at $300B valuation, or Grok at $50B valuation.
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“I would probably go for Anthropic. It's a really interesting thing from the outside where a lot of their motivation started around these like safety concerns and like, how do we allow the models to not take over the world and so on. And I think after sort of an initial panic that like, now that seems pretty like, okay, like LLMs right now are probably not going to like escape and take over the world. I think it turned out that a lot of the mechanisms you needed to build to make sure that the model's output was safe. Applies also to making sure that the model's output is usable for a practical purpose. And I think that's where Anthropic have really built strength, right? Like in terms of actually being able to guide their models to do things that work in production or to write the right code or to Like not break the syntax and stuff like that. And I think if they can keep on that, it makes their models really real world applicable.”
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