---
title: "Stop shitposting and go public - Cautious Optimism"
source: "https://www.cautiousoptimism.news/stop-shitposting-and-go-public/"
domain: "www.cautiousoptimism.news"
type: "article"
summarized_at: "2026-04-14"
canonical: "https://tl-dr.cc/s/stop-shitposting-and-go-public-cautious-optimism--S4c"
---

# Stop shitposting and go public - Cautious Optimism

**Source:** [www.cautiousoptimism.news](https://www.cautiousoptimism.news/stop-shitposting-and-go-public/)  
**Summarized:** 2026-04-14  

- OpenAI and Anthropic are engaged in escalating public feuds over ethics, compute capacity, and revenue claims—both should go public to settle disputes transparently via SEC filings instead of leaked memos.
- Waymo scaled from zero to 250,000+ paid autonomous miles weekly by end-2025, demonstrating AI's most impressive real-world takeoff moment as safety improves with scale.
- Anthropic is building an AI app builder to compete with Lovable, which hit $400M ARR in just 15 months—signaling that major AI labs will systematically target breakout startup categories.
- OpenAI claims 30 gigawatts of compute by 2030 versus Anthropic's underinvestment, arguing this gives it cost and reliability advantages; Anthropic meanwhile suffers from poor uptime for enterprise customers.
- Chinese real estate collapse deepened as Evergrande founder pleaded guilty to fraud, with home price stabilization unlikely without immigration policy shifts.

---
*AI summary by [tl;dr](https://tl-dr.cc) · [View full page](https://tl-dr.cc/s/stop-shitposting-and-go-public-cautious-optimism--S4c)*