OpenAI-Anthropic enterprise rivalry heats up

OpenAI is mobilizing consulting partners and touting its compute edge to claw back enterprise customers from Anthropic, as both labs barrel toward potential initial public offerings. OpenAI and Anthropic are competing on everything from compute to enterprise adoption to model quality as both labs race toward IPOs that could come as soon as this fall. "Everyone's operating in winner-take-all mode" and that's happening at "every layer of the tech stack," says Anuj Kapur, CEO of AI software delivery platform CloudBees. Investor demand appears stronger for Anthropic than OpenAI in secondary markets, according to multiple reports. If OpenAI doesn't catch up on revenue soon, Anthropic could "take a lead here that, let's say, over the next one or two years, could be insurmountable," David Sacks, tech investor and White House adviser, said on the "All-In" podcast.