How I'm Thinking About the Anthropic and OpenAI IPOs

Some quick thoughts on the Anthropic and OpenAI IPOs, and how I see this whole space right now. And please know I'm not some super-genius investor. And I'm not super rich. This is just my thinking on this.One way I've been explaining how big I think AI is, is to say that the TAM for AI is decision support for Earth.There are trillions of decisions being made every minute on the planet. From individuals, to families, to communities, to cities, to states, to countries, etc. Both personally, and for all businesses.Most entities would like to make better decisions. So that's the size of the opportunity.But an even bigger way I frame this is to say that there is always a gap between the current state and ideal state for any entity, both personal and professional. And (I think) the ultimate instantiation of AI is the continuous elimination of that delta.The ultimate opportunity for AI technology is the elimination of delta between Current State and Ideal State for all entities.That means…