Opinion certainty 3/5 debate potential 4/5

Valuations for OpenAI, Anthropic, and Google are fairly conservative

Julian Schrittwieser · Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic) · Oct 23, 2025 · at 3:32

Julian Schrittwieser, an AI researcher at Anthropic, evaluates frontier AI company valuations relative to their potential economic impact.

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“If you look at OpenAI, if you look at Anthropic, if you look at Google, those evaluations, those revenue numbers are actually fairly conservative.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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Julian Schrittwieser Oct 23, 2025 ▶ 4:13 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
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