[tinyhouse]

Openai is just playing catchup at this point, they completely lost thier way in my view.

Anthropic on the other hand is very capable and given the success of claude code and cowork, I think they will maintain their lead across knowledge work for a long time just by having the best data to keep improving their models and everything around. It's also the hottest tech conpany rn, like Google were back in the day.

If I need to bet on two companies that will win the AI race in the west, it's Anthropic and Google. Google on the consumer side mostly and Anthropic in enterprise. OpenAI will probably IPO soon to shift the risk to the public.

[chasd00]

If anthropic continues getting their foot in the enterprise door then maybe they can tap into enterprise cloud spending. If Athropic can come up with services and things (db, dns, networking, webservers, etc) that claudecode will then prefer then maybe they become a cloud provider. To me, and I am no business expert btw, that could be a path to sustainable financials.

Edit: one thing I didn’t think about is Anthropic more or less runs at the pleasure of AWS. Of Amazon sees Anthropic as a threat to AWS then it could be lights out.

[tinyhouse]

Yes, they depend on AWS for compute and Amazon also owns a big chunk of Anthropic (it used to be close to 30%, probably less now with the recent raises). I think it's a good partnership since for the most part they focus on different things and I don't see Anthropic going after AWS - they are an AI company first and foremost. Amazon has their own AI stuff for enterprise but no one uses it so I don't think they take it seriously. They know they cannot compete here.

I think that OpenAI and Microsoft is a more challenging partnership with much more overlap.