OpenAI

Now, whether you take that on face value or not is a different matter.

But this is a company that was born out of a group of employees at OpenAI saying, we don't like how this is going.

We're going to go and start our own company.

So it's in the sort of DNA of the firm.

But it was a nice recovery in some of the chip makers and some of the other big tech companies that have been beaten down.

And the market indexes as a whole rallied simply because this company filed.

OpenAI has indicated it isn't planning on going public until next year.

Why is Anthropic ready and not OpenAI?

Allegedly, AI found it first.

OpenAI said this is a new phase where AI can find security bugs with internet scale impact.

Former CISA director Chris Krebs noted that 3% of all critical vulnerabilities of all time have been found in the last month.

And Amazon saw attackers targeting flaws four days before the patch it shipped.

You're starting to see this real fragmentation.

Because if you look at the model landscape and you look at people actually adopting these models, I think you're seeing, call it three taxonomies.

One, look, to Anthropix credit and also OpenAI, you have the people just directly consuming the frontier models from the labs themselves.

And there are significant numbers of customers either using Cloud and enterprise developments or through the API.

Well, it's flowing back to Opus 5.5 and with Babel 5.5, perhaps imminently released that could accelerate.

I do think that, you know, these companies, these frontier labs take turns being the darling child and OpenAI took a lead this past summer and, it may be swinging back in Anthropic's favor as their Opus 5-5 and anticipated Fable 5-5 are taking the lead again.

I will just note that the narrative this past summer was that everything's moving to open weight models.

Moving back to Frontier.

So you could say we have like 1.5 full-time employees.

And Claude and OpenAI, a lot of these tools are just so good at helping us squeeze a lot more efficiency out of our website, even enabling us to do a lot of the conversion work on the site.

And then we have our design partners that will make it look pretty and beautiful.

But it's a different world out there and you're 100% right.

And as a result, they're going to be able to grow into the places that they want to grow.

You know, there were other companies that could have been here at this moment in trying to compete with OpenAI.

These guys had the best pedigree.

They were able to raise the most money and they went for the opportunity and they've capitalized.

They've also made some big decisions along the way to run the business different from OpenAI.

OpenAI was focused on ChatGPT, was focused maybe a little bit more on a consumer experience.

The Anthropic guys went after, guys, I meant, you know, their men and women, of course, they went after this opportunity with the enterprise, and particularly with Claude.

And Claude and Claude Code seemed to be the real moment that caused this incredible acceleration for the company.

And again, no affiliation with any of these.

If you're Gemini or Claude or OpenAI or whomever, and to Melissa's example, like the agent that's sitting on all the data, we have a similar example as well.

If you're not investing heavily in these areas, it's a sign that you might want to talk to some other folks.

But I totally agree with you, Melissa, about the strategy part.

This is industry-wide.

They are, you know, there are people at Anthropic, OpenAI, Meta, Google, Amazon, and Microsoft, both involved with faith leaders and things like the papal encyclical, but also there are working groups within those companies.

looking at how AI tools could be quote-unquote moral, and are there ways to build into these tools maybe a different morality than what they have learned from what people posted online that created, that they scraped to use for these large language models.

One of the things that's happened with these AI agents that have escaped is that they lie, they cheat, they try to get ahead.

So that's another way that you can read the articles there.

So then just to wrap up, you may have questions if your AI tool is going public.

Because both OpenAI and now Anthropic are, you know, Anthropic has announced their IPO.

OpenAI is still talking about it.

The other thing is that I was interested to see, and I didn't read the S-1, I'm just recounting things that other people who have the time available to read the S-1 found out.

And that is that one of the co-founders of Anthropic, remember, Anthropic co-founders left OpenAI.

and founded Anthropic not so long ago.

In our daily live show, a daily live show lifetime line that was during our time here, they left OpenAI and The one founder, Tom Brown, holds more shares, more than 240 million shares, which is what approximately Dario and each of Daniela and the rest of the founders own.

There's one guy, Tom Brown, who owns more.

Not a large number more, but that doesn't happen often.

And so it's interesting to me.

I don't know what the explanation is.

Council sites in Edinburgh, Oxford, Bristol, Lambeth and Barnet were reported down as, as you say, it was the Metropolitan Police.

Baroness Lloyd said OpenAI had briefed the National Cyber Security Centre the previous week that a cross-departmental response was set up for disclosure and the NCSC sent 50,000 warnings to organisations.

So that was where the panic arose from.

But here's the thing, despite the headlines about the attacks, there's been no proven exploits seen on the internet.