Honestly the sentiment on the streets was WAY different when you guys had Obama, like not even close. Sure some grumblings about your guys love for starting wars in the middle east. But it's not even close now. People really don't like the way the US is behaving right now. The complaining is way more out there, even influencing business decisions and political choices...
both companies have large spending commitments while their margins will be continuously wiped by open models / router-like solutions. both companies are rushing for ipo and doing an awful lot of financial engineering to look good (highly recommend ed zitrons analysis on anthropic profitability) before their margins are eroded that much.
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