How is Anthropic SUDDENLY Winning Over OpenAI?
In 2020, 13 researchers walked out of OpenAI. Not because it was failing… because it was moving too fast. They started Anthropic to build AI the right way. Slower. Safer.
Five years later, they're valued at $800 billion, own 54% of the enterprise coding market, and ship a new feature every 18 hours.
So what happened to the mission?
LinkedIn: / gabrieljarrosson
X: https://x.com/GJarrosson
Substack: https://substack.com/@lobstercap
TIMESTAMPS:
0:00 Dario Leaves OpenAI
01:44 Founding Anthropic for Safety
02:19 Fast Forward to 2026
03:10 Constitutional AI Explained
05:01 Claude Launch and Long Context
06:29 Multi Cloud Enterprise Wedge
07:32 Claude 3 Breakthrough for Devs
08:38 Revenue Explosion and Coding Dominance
09:37 Claude Code and Agentic Tools
12:21 Safety Mission vs Speed
14:35 What Happens Next
14:50 Closing and Subscribe
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