"Instead of being worried about OpenAI or Anthropic, why don't we look at the combined entity and how fast it is growing?" 20VC General Partner @paulbonnet says OpenAI and Anthropic have committed over $1T in AI infrastructure spend, roughly 50% of the entire AI buildout: "Both of those labs make massive spending commitments, and those commitments are used by neo-clouds to raise debt and put those GPUs into the ground." "Those two labs have committed over $1 trillion of spend. That's…