As OpenAI and Anthropic talk about going public, everyone is fascinated. These two companies with battling CEOs make up the drama of today’s AI industry. And as more information comes out from their public offering, everyone is wondering how they will compete with each other. (Listen to my latest podcast on culture in AI companies.)
Well as the drama continues, I’d like to advance a different thesis.
While the enterprise market is filled with players (Google, Amazon, Nvidia, Oracle, Anthropic, OpenAI) and the consumer market may be dominated by Apple and others, the biggest winner of all could be Microsoft. Let me walk you through my thinking.