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This is how Anthropic OUTSMARTED OpenAI: skip the consumer.

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Peter H. Diamandis, MD

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22,217 Aufrufe • vor 6 Monaten •via X (Twitter)

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OpenAI and Anthropic haven't won the enterprise AI market yet. “When you get a CIO one-on-one, they’re not happy with what Anthropic is trying to do. They're not happy with what OpenAI is bringing to the enterprise.” "I think ultimately, OpenAI is a consumer AI company. Anthropic is a coding model company, and the enterprise is actually really, really wide open and incredibly diverse in terms of the winners" — May Habib, CEO of WRITER
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SF Compute CEO evan conrad on his contrarian thesis that OpenAI and Anthropic won't eat the world, everyone will become OpenAI and Anthropic instead: "Our impression is not that OpenAI and Anthropic will eat the world, it's that everyone will look like OpenAI and Anthropic. That's simply the way that companies work now." "Every single company in the world that is of meaningful scale will look like a frontier lab. There is this belief that the large labs have won it all, and they've got this compounding advantage. The default assumption of that is assuming nobody else will do anything." "The bottleneck was there's 100 people, and they know how to train the models. Or you thought, the problem is compute. The problem of compute is credit. And OpenAI and Anthropic are not unique to having credit. In fact, they don't have as good credit as other people." "If you assume the problem is not the researchers, that that problem's basically gone away the moment you got to auto research, then what you should assume is that pretty much every other company is going to swap the way they work to look like a frontier lab. It won't be OpenAI and Anthropic take the whole world. It's that everyone's OpenAI and Anthropic now." San Francisco Compute
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