Clint Sookermany

Helping boards and senior leaders turn AI ambition into measurable enterprise value. Strategy, operating models & scaled execution. London | UK | Nordics | UAE

[Clint Sookermany @ClintNorDD]

Just thinking now that if Google were to drop a Gemini model on Monday being SOTA on a Fable 5 level, it would completely shift the market

[Clint Sookermany @ClintNorDD]

I am using 4.8 again. I am feeling weird.

[Clint Sookermany @ClintNorDD]

@markvalorian No. It destroys their valuation in front of their IPO and will have enterprise clients diversify a lot more away from them.

[Clint Sookermany @ClintNorDD]

Hey buddy. I know it's been a few days, - let's catch up

[Clint Sookermany @ClintNorDD]

@bookwormengr Not just their IPO, but their adressable enterprise market if they are allowd back to serving non-us citizens too. All enterprises will now be diversifying more away from US providers for pure resilience if nothing else.

[Clint Sookermany @ClintNorDD]

Opus 4.8 has just told med that I don't need Fable 5 for the work I'm doing, so there!

[Clint Sookermany @ClintNorDD]

@MarbleClimate Given the ban from US authorities on non-us Citizens to use Anthropics SOTA models, there is a CTO there currently unable to use his own product. Heard he is exceptionally good. ;)

[Clint Sookermany @ClintNorDD]

@IntCyberDigest Including their CTO

[Clint Sookermany @ClintNorDD]

@scaling01 1. Try out some decent orchestrating harness agents
2. Listen to some old but great Founders podcasts
3. Start thinking through what Glynne Shotwell's comment yesterday about using the new market power from the IPO to aquire AI companies could mean...

[Clint Sookermany @ClintNorDD]

@Forbes 💯 deserved!! What an extraordinary amazing leader! 👏

[Clint Sookermany @ClintNorDD]

@mattshumer_ Stop rubbing it in Matt ;)

The way it left our lives is still hurting….

[Clint Sookermany @ClintNorDD]

@s8mb Dear EU Comission, EU Parliament, UK Government, Norwegian Government...

Build. Stop talking. Stop giving us talking points. Stop debating. Stop telling us vision. Stop talking about your intent. Build!
Energy. Compute. - Build!

[The 44 ⚽️ @The_Forty_Four]

🚨England have been broken into at their base in Kansas City😳🤯

Match boots, training gear, coaching staff equipment, balls and match-day uniforms have all been STOLEN❌

England staff are ‘scrambling’ to try and replace these items😬

[Clint Sookermany @ClintNorDD]

@IversAudun Hvis det spiller åpningsmelodien til Star Wars når det ankommer, så blir det bra greier dette her ;)

[Clint Sookermany @ClintNorDD]

@scaling01 I can confirm this. In Oslo now. 💯

[Clint Sookermany @ClintNorDD]

Yep, we all see that. But the somewhat longer term effect is:
- It has crashed the IPO valuations of both Anthropic and OpenAI
- It has contracted their B2B markets because enterprises will to a larger degree diversify with non-us models

How much and for how long, I guess will be decided by if this is a pattern that will be repeated.

[Clint Sookermany @ClintNorDD]

Well, the hopeful valuations of the Anthropic and OpenAI’s valuations are surely dead now. Also, their B2B markets have just contracted.

[Clint Sookermany @ClintNorDD]

@scaling01 True. The US government just wrecked the IPOs of both Anthropic and OpenAI

[Clint Sookermany @ClintNorDD]

@sytaylor @atitinstitute 💯

[Clint Sookermany @ClintNorDD]

@AnthropicAI - China, you’re welcome. The market is now yours.