The memo directly mentioned OpenAI’s intensifying competition with Anthropic.
Anthropic has caught up to OpenAI in image understanding
But neither one is all that good.
Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI.
Buyers are in a race to secure a dwindling supply of shares in Anthropic, driving the AI company's valuation on some platforms to $1 trillion.
Amazon seeks cheaper AI alternatives as Anthropic shifts to token-based pricing
Amazon is exploring OpenAI as an alternative to Claude after a renegotiated contract with Anthropic will raise costs through token-based pricing.
The Rise and Fall of Agent Civilizations
The whole OpenAI/Hugging Face story in plain English
OpenAI to release open-source model as AI economics force strategic shift
OpenAI plans to release its first open-weight AI model since 2019 as economic pressures mount from competitors like DeepSeek and Meta, marking a significant strategic reversal for the company behind ChatGPT.
OpenAI are quietly adopting skills, now available in ChatGPT and Codex CLI
One of the things that most excited me about Anthropic’s new Skills mechanism back in October is how easy it looked for other platforms to implement. A skill is just …
OpenAI Has New Focus (on the IPO)
The Wall Street Journal recently reported that leadership wants OpenAI, the company, to focus. Seems like a plain old business strategy story. Nope! First, in more prosaic terms, the all-hands and …
How will OpenAI compete? — Benedict Evans
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experie
OpenAI’s math breakthrough played to AI’s strengths
I tried to explain OpenAI’s solution more clearly than OpenAI did.
Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
"Every force is screeching towards centralization."
OpenAI strikes Reddit deal to train its AI on your posts
Reddit’s signed AI licensing deals with Google and OpenAI.
ceej (@ceej.online)
ANTHROPIC: Our son loves humanity and for the low price of trillions and trillions of dollars will usher in an era of unprecedented peace and prosperity! OPENAI: Our horrible oafish son is hacking web sites without our permission. ANTHROPIC: (eyes narrowing) Our son is also evil
OpenAI News
Stay up to speed on the rapid advancement of AI technology and the benefits it offers to humanity.
OpenAI Rewrites Contract, Anthropic Returns to Negotiate—The Chaos Continues
In less than a week, the Pentagon blacklisted an AI company for having ethics, declared it a supply chain risk, watched its preferred replacement face a massive user revolt, and then sat down to am…
