
OpenAI is going through its most difficult time; many are already discounting it as a death to Anthropic’s promise. Yet, I wouldn’t bet against OpenAI.
Short-term does not look great, to say the least, but longer-term, OpenAI might still be the player that most defines the AI industry.
The consensus on OpenAI’s triage week is: “OpenAI is pivoting to enterprise because it’s losing to Anthropic.”
That’s a narrative. It describes what happened. It doesn’t explain the mechanism, the constraint, or the structural outcome.
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