For OpenAI and Anthropic, the Competition Is Deeply Personal - The New York Times

kept by eddie mar 08

A fight over Pentagon contracts reveals how OpenAI and Anthropic's leaders are feuding over the future of the AI industry.

OpenAI slams Anthropic in memo to shareholders as rival gains momentum
OpenAI told investors that Anthropic operates on a smaller compute curve, claiming it will have 30 GW by 2030 versus Anthropic's 7-8 GW by 2027.
also on Dario Amodei, Sam Altman, #competition, OpenAI, Anthropic, #business-strategy, #ai
Can AI companies become profitable?
Epoch AI's analysis of GPT-5 finds that while it had a 30% gross margin, it failed to recoup R&D costs during its four-month lifecycle, making AI models currently unprofitable.
also on Dario Amodei, Sam Altman, #competition, OpenAI, Anthropic, #business-strategy, #ai
Millions of Coders Love This AI Startup. Can It Last? - WSJ
Cursor, a fast-growing AI coding tool valued at $29.3 billion, relies on AI models from competitors like OpenAI and Anthropic, raising questions about its long-term viability.
also on Sam Altman, #competition, OpenAI, #startups, Anthropic, #business-strategy
Elon Musk has lost his lawsuit against Sam Altman and OpenAI
A jury dismissed Elon Musk's lawsuit against OpenAI and Sam Altman, finding he filed too late under the statute of limitations.
also on Sam Altman, #competition, OpenAI, #startups, #business-strategy, #ai