OpenAI and Anthropic
Topic
What experts have said about OpenAI and Anthropic
30 statements · 16 positive · 10 negative · 2 mixed · 2 neutral
Elon Musk assesses Anthropic as more safety-focused than OpenAI.
“on balance, I, I think Anthropic is, is, you know, puts more, more care into their safety than, than OpenAI.”
Open the episode · Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla MergerListen at 59:32
- Nathaniel WhittemoreNegativeSep 10, 2026· The AI Daily Brief: Artificial Intelligence News and Analysis
Anthropic and OpenAI are irresponsibly racing toward self-improving superintelligence.
“Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives.”
Open the episode · Anthropic Researcher Says AI Has Over a 10% Chance of Killing All HumansListen at 3:48
- Nathaniel WhittemorePositiveSep 10, 2026· The AI Daily Brief: Artificial Intelligence News and Analysis
OpenAI and Anthropic should coordinate on a joint AI-safety proposal.
“for OpenAI and Anthropic to put down their weapons, lock arms, and say, this is what we think we should actually do.”
Open the episode · Anthropic Researcher Says AI Has Over a 10% Chance of Killing All HumansListen at 31:45
Leading AI companies will compete to secure infrastructure and strategic partnerships.
“both companies are going to try to lock up business partnerships, real estate, generators, chips, entire states, countries.”
Open the episode · GPT-6 Astra Saturates ARC-AGI-3, Tesla's $30K Cybercab Floods Austin, Anthropic Proves Fermat's Last Theorem | EP #286Listen at 54:05
Anthropic and OpenAI will eventually release their own AI bots.
“I would assume that both Anthropic and OpenAI will eventually roll out their own version of bots.”
Open the episode · GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil DealListen at 6:50
OpenAI and Anthropic generate 70% of AI revenues across the cited companies.
“70% of all AI revenues across those three companies are from OpenAI and Anthropic.”
Open the episode · The Man Who Calls BS On AI: AI Is The World’s Greatest SCAM, And They All Know It! | Ed ZitronListen at 4:25
OpenAI and Anthropic cannot survive without funding from major technology companies.
“Two unprofitable, unsustainable companies that literally cannot afford to exist without these very same companies giving them money.”
Open the episode · The Man Who Calls BS On AI: AI Is The World’s Greatest SCAM, And They All Know It! | Ed ZitronListen at 4:30
The government should take 10% stakes in Anthropic and OpenAI to address national debt.
“let's take 10% of anthropic and OpenAI and solve our national debt problem.”
Open the episode · Bill Gates foresees massive AI job loss: these VCs disagree | E2330Listen at 29:51
Frontier AI labs will increase annual spending from tens of billions to trillions by decade’s end.
“the labs are going from companies that spend, you know, tens of billions of dollars a year, to hundreds of billions of dollars a year, to forecasting to spend trillions of dollars a year even towards the end of the decade.”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 1:18
Anthropic and OpenAI will take 40–50% of newly added compute next year.
“Anthropic. OpenAI are taking as much as 40 to 50% of compute next year.”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 4:17
Anthropic and OpenAI will control most usable global FLOPs by late 2028 if current trends continue.
“by the time you're in like towards the end of 2028, if this trend continues, which I see nothing that's stopping it. You've got them just controlling most of the usable flops in the world on their own.”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 6:47
Anthropic and OpenAI will acquire more compute, but not at current prices.
“that they will continue to gobble up more of the compute, but ultimately they can't do it at current pricing or anywhere close to it.”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 15:55
Anthropic or OpenAI could exceed $70–80 million revenue per megawatt by late 2027.
“I think, I think it could get to, you know, higher than that, like 70, $80 million a megawatt blended across a company, if not higher.”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 25:56
Anthropic and OpenAI will prioritize building AGI over distributing profits to shareholders.
“the obvious answer from Anthropic and OpenAI and not just at the executive level, but also their board, is go build AGI”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 31:12
Anthropic and OpenAI do not genuinely intend to slow frontier AI development.
“These companies have no intention of slowing down. And the question then is, why are they doing this? And I think there's basically five reasons for this.”
Open the episode · Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery StoresListen at 38:54
OpenAI and Anthropic’s Washington lobbying represents regulatory capture.
“This is regulatory capture in real time.”
Open the episode · Dario vs Jensen on Open Weights, OpenAI & Anthropic in DC, Xi Exports AI to Global South | EP #275Listen at 28:26
Anthropic and OpenAI are attempting to automate their own operations with AI.
“Anthropic and OpenAI in particular, are trying to automate themselves”
Open the episode · OpenAI Whistleblower FINALLY Speaks: “AI Has A 70% Chance Of Going Horribly Wrong!“Listen at 21:07
Major Google price cuts would severely pressure OpenAI and Anthropic business models.
“the compression and the pressure on those other businesses goes super critical.”
Open the episode · Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari StageListen at 15:14
OpenAI and Anthropic could surpass AWS this year and all Microsoft by 2028.
“by the end of the year it could be bigger than AWS and potentially bigger than all of Microsoft by 2028.”
Open the episode · Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X ParadoxListen at 7:07
Anthropic and OpenAI have publicly expressed intentions to become public companies.
“I think Both Anthropic and OpenAI are both publicly saying that they want to be public.”
Open the episode · Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X ParadoxListen at 20:35
OpenAI and Anthropic may have $100 billion ARR with roughly 80% inference margins.
“if OpenAI and Anthropic are at, call it $100 billion of ARR now with 80% ish gross margins on inference, like the returns are there”
Open the episode · SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?Listen at 5:00
Chamath attributes Anthropic and OpenAI revenue limits to data-center and power constraints.
“Anthropic and OpenAI's revenue performance has nothing to do with Demand Zero. It is entirely to do with the supply constraints that exist in data centers and specifically in power.”
Open the episode · Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI BoomListen at 6:10
Chamath assesses Anthropic and OpenAI’s five-year outlook as robust.
“I think the five year view for those two companies is quite robust.”
Open the episode · Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI BoomListen at 6:40
OpenAI and Anthropic are each worth multiple trillions of dollars.
“I think this is a multi trillion dollar company. I think Anthropic is a multi trillion dollar company.”
Open the episode · OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide CrazeListen at 8:30
OpenAI faces serious risk if Anthropic grows faster at comparable scale.
“I'd be very worried if I'm OpenAI and seeing somebody growing faster at the same size.”
Open the episode · OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell OutListen at 17:30
Anthropic’s lead over OpenAI could become insurmountable within one or two years.
“over the next one or two years could be insurmountable.”
Open the episode · OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell OutListen at 24:59
Compute and infrastructure constraints pose an urgent threat to Anthropic and OpenAI growth.
“I think if you play this out, the real problem again goes back to anthropic and OpenAI. If I were them, it is a five alarm fire for them.”
Open the episode · OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell OutListen at 42:22
Brad says Anthropic and OpenAI gross margins are rising rapidly as revenue scales.
“their gross margins are exploding higher”
Open the episode · Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's InfluenceListen at 51:33
OpenAI and Anthropic are each worth at least one trillion dollars.
“These are trillion dollar companies. They both are and they both deserve to be.”
Open the episode · SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space OpportunityListen at 30:28
OpenAI currently leads AI revenue, while Anthropic is gradually catching up.
“OpenAI is still the overwhelming revenue generator in this space and that over time, anthropic is catching up”
Open the episode · Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses LawsuitsListen at 10:54
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.