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All about artificial intelligence
All about OpenAI
The global race for leadership in artificial intelligence (AI) won new chapters during the Cerebral Valley conference, held in San Francisco (USA). The meeting, which has already become an industry benchmark, brought together AI company founders, investors, engineers and experts who participated in an anonymous survey with revealing results.
The answers point to market trends, forecasts for technological advancement and insider knowledge of the most promising companies. The information is from The Verge.
Bold predictions for the AI market
The anonymous survey provided estimates on the future of the biggest tech companies and the rate of evolution of AI itself. Among the projections, participants noted that OpenAI could reach $30 billion in annual revenue by the end of 2026.
Nvidia, driven by growing demand for advanced chips, would have the potential to reach a US$6 trillion valuation in the same period.
Other questions covered topics such as the possible year in which experts will be able to declare the arrival of AGI (Artificial General Intelligence). Most believe this will only happen by 2030, indicating a more cautious view of the rate of evolution of current models.
The research also revealed which private companies would be the most desirable options for investment, with an emphasis on Anthropic, OpenAI and Cursor.
List of the main facts highlighted by the participants:
- OpenAI and Anthropic remain leaders in advanced models;
- Nvidia could reach record value in 2026;
- AGI should take longer than market expected;
- Anthropic is the most desirable private company for investment;
- Perplexity appears as the startup most investors would want to “short.”
Tensions, trends and the new focus of the sector
The survey also showed a gap in enthusiasm for AGI. Unlike the first editions of the conferences, the topic was barely mentioned on stage. Instead, it dominated the discussion of practical AI applications and market strategies.
Companies that didn’t even exist a few years ago are now worth billions of dollars, reinforcing the perception that the industry is simultaneously experiencing a boom in opportunity and fear of an impending bubble.
Another notable point was the absence of Meta models in the leadership projections in the LMArena ranking, while the Chinese model Qwen appeared among the most cited, signaling a major shift in the global influence of AI.
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The event also brought reflections on the competitive landscape, acquisition practices and the search for talent in a sector where large companies have “virtually endless money”, according to the participants.
