Market Hang panelists said firms such as OpenAI and Anthropic are hard to value precisely, urging focus on future products and innovation. One called McDonald’s a possible recession play and attributed its share decline to easing recession fears and the AI boom.
A panelist proposed a rough comparison: if OpenAI, Anthropic and SpaceX were assigned a combined $5 trillion valuation, that would equal about 7% of the S&P 500’s market value. The speaker called the comparison a moving target.
The McDonald’s discussion is cut off: another speaker began saying AI needs data and companies with humans, but the excerpt ends before the point is developed.
