Google And Meta Will Beat OpenAI And Anthropic

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Joseph Carlson (1:30)

If you ask the average investor, what is the leading AI company, they'd probably say OpenAI with ChachiBT or Anthropic with Claude. After all, ChachiBT is the go-to AI chatbot. Then you have Claude which is winning an enterprise. Now while both of these companies are the leading AI companies today, I believe that things will change over the next five years. And I'll be making the case of why I believe the two companies that are best positioned to win an AI are Google and Meta. Google's Gemini 4 was just announced yesterday by Sundar himself. And he also released benchmarks showing its relative performance with the other flagship AIs. We're going to be looking over it, but also more importantly, how these companies are structurally positioned and how they're going down very different paths with marketing their products. Now we also have a lot of other news to get into. For example, Netflix has been on a big sell-off. The stock continues to go down. We have an interview here with Ted Sarandos, the co-CEO of Netflix. He said that Netflix is not growing as fast as he would like, and that's the headline that Bloomberg is printing everywhere. But we're going to be looking at Netflix's growth and what Ted Sarandos really said. And then of course we have the fail of the week, which in this case is FICO, which is the worst performing company in the S&P 500 this year. It's now down 60% year-to-date. This is Dev Kanta Saria's favorite company and it's getting destroyed. We'll be going over everything that's happening with FICO. So we have a ton to get to in this episode. Let's go ahead and jump in. Now, if you haven't already joined qualtrum.com. This is my own personal membership. It's only $10 a month. You can try it out risk-free with a seven-day free trial and it gives you access to a load of benefits. You get access to Qualtrum, the entire website. You can do analysis on any stock. We have earnings, transcripts, discounted cash flows, all the stuff that you would expect. Plus we're launching a mobile app. We have it in the iOS store in the United States. It already is getting extremely good feedback. People like the app more than they like the website and we're only making more improvements. Plus you get exclusive content. I just did an hour long exclusive on FICO and you get access to a Discord community full of thousands of investors. Again, you can try this out with $10.

It's the price of a sandwich. So try it out now. You have nothing to lose. It's risk-free and I don't think you'll regret it. Now it seems like every day in these AI wars, there's companies leapfrogging one another. For example, we had the early leader, which was ChatGBT. ChatGBT went super viral. It was the consumer AI app. It was the one that was supposed to destroy Google search. Now ChatGBT is extremely successful. It's probably one of the most successful products ever.

But then you had Anthropic. Anthropic took a different route. Instead of focusing on the consumer use cases, like picture editing and video, Anthropic went straight for code. And it turns out there's a lot of applications for code. Everything that businesses do in the modern world includes code. So Anthropic went super viral amongst the workforce, amongst institutions, automating different parts of companies. Anthropic came out with skills and integrations into different businesses. And then ChatGBT turned their attention to Cloud, also going after the enterprise applications. You had Cloud code to begin with, and then you had ChatGBT's Codex, their own tool for enterprise users and for coders. And while this battle is going on between the two unopposed leaders in AI, it seems as though there was a duopoly forming. It seemed like we were going to have a Coca-Cola and Pepsi situation, or a Moody's and S&P Global, or a MasterCard and Visa. It looked like for a while that it was going to be Anthropic and OpenAI, the two undisputed and unassailable leaders in AI.