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Yeah.

I don’t like Anthropic’s long term prospects, but OpenAI is specifically in trouble, near term.

Their whole premise was becoming a Facebook-style “where else are you gonna go?” captured market on the consumer side, and that is clearly not happening. They wanted an enterprise monopoly, and those business customers are looking elsewhere.

Their ass is cooked.

Edited

Yeah.

I don’t like Anthropic’s long term prospects, but OpenAI is specifically in trouble, near term.

Their whole premise was becoming a Facebook-style “where else are you gonna go?” captured market on the consumer side, and that is clearly not happening. They wanted an enterprise monopoly, and all those enterprise customers are looking elsewhere.

Their ass is cooked.

Edited

Yeah.

I don’t like Anthropic’s long term prospects, but OpenAI is specifically in trouble.

They wanted to become a Facebook-style “where else are you gonna go?” captured market, and that is clearly not happening. They wanted an enterprise monopoly, and they’re all looking elsewhere.

Their ass is cooked.

Edited

Yeah.

I don’t like Anthropic’s long term prospects, but OpenAI is specifically in trouble, near term.

They wanted to become a Facebook-style “where else are you gonna go?” captured market, and that is clearly not happening. They wanted an enterprise monopoly, and they’re all looking elsewhere.

Original

Yeah.

I don’t like Anthropic’s long term prospects, but OpenAI is specifically in trouble, near term.

They wanted to become a Facebook-style “where else are you gonna go?” captured market, and that is clearly not happening.