Zortix matched this thesis to Anthropic’s public holders (AMZN, GOOGL, NVDA, MSFT) as one way public-market investors are exposed to it. Stakes as disclosed or reported. Not a recommendation.

Unpredictable power of capital-concentrated models

The discussion framed the unprecedented concentration of capital into single AI models (e.g., $20B training runs) as creating digital artifacts whose capabilities are beyond human prediction.