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   Silicon Valley VCs debate why OpenAI and Anthropic haven't killed startups

   At a panel at Assembling 2026, moderator Tian Yu of Micron Technology's venture arm asked Jenny Xiao (Leonis Capital), Alan Du (Microsoft's M12) and Brian Zhan (Striker Venture Partners) why OpenAI and Anthropic have not wiped out startups. Alan Du argued many startups are exploiting a temporary arbitrage window he calls 'enterprise latency'; Jenny Xiao said China's open-source models are 'the biggest gift' to the US startup ecosystem and that neither technical moats nor claimed data moats hold up. Brian Zhan said OpenAI is raising at a $1.4 trillion valuation with SoftBank leading via a loan at close to 14% interest, predicted Anthropic will IPO at a $3 trillion valuation, and said AMD has acquired World Labs for about $8.2 billion — all claims made on stage and not independently verified. Xiao also cited a survey of 119 'neo labs' founded between 2024 and 2026 that raised a combined $94 billion.

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