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OpenAI is shipping everything. Anthropic is perfecting one thing.

The two AI titans are in a race to grow revenues, but they have very different strategies for releasing products. And one approach appears to be winning out.

Jon Keegan

OpenAI and Anthropic are locked in a fierce battle to secure substantial new revenue streams to help realize their AI dreams of unlocking AGI.

The rival startups are cut from a different cloth: Anthropic was founded by former OpenAI researchers who left to realize their alternative vision for safe AI. But after the past few years of intense competition, the startups are both pursuing the same prize — deep, reliable streams of enterprise revenue.

OpenAI has boasted of releasing “a new feature or capability roughly every three days.” Indeed, OpenAI’s list of products that it has launched in the past year is dizzying. In addition to more than a dozen versions of its GPT models, Open AI has released:

  • 🧑🏼‍💻 Codex – an AI coding tool

  • 🌎 Atlas – an AI-powered web browser

  • 🎥 Sora – a text-to-video generation app

  • 🤖 Operator – a web browsing agent

  • 👀 ChatGPT Agent - another web browsing agent

  • 🗣️ Whisper — an automatic speech recognition system for transcription

  • 🌅 DALL-E – a text-to-image generator

  • 🔎 ChatGPT search — an AI-powered search engine

  • 📰 ChatGPT Pulse — an AI-powered news aggregator

  • 🧪 Prism — an AI-powered workspace for scientists

  • 🩻 ChatGPT Health — a dedicated experience in ChatGPT for health and wellness

Compare that to Anthropic, which has been busy making its Claude chatbot better at spreadsheets, financial analysis, and slide decks — not exactly sexy AI superpowers, but the bread and butter of real work in businesses large and small. The company only has a few products sitting alongside Claude:

  • ⚙️ Claude Code — a popular agentic coding tool

  • 🖥️ Claude Cowork — a desktop AI agent

Last week Fidji Simo, OpenAI’s new head of applications told staff that they needed to focus their efforts on products for coding and enterprise, and not get distracted by “side quests,” according to a report from The Wall Street Journal.

To get a sense of the cadence of these two startups’ product releases, we analyzed every press release from their company website, and categorized them. When you lay them out on a timeline, you can see how different the product release cycles are for the two companies.

OpenAI and Anthropic did not immediately respond to a request for comment.

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73%
Rani Molla

Here’s another sign Anthropic’s enterprise tools are killing it: The AI firm now captures 73% of all spending among companies buying AI tools for the first time, Axios reports, citing data from Ramp, a fintech company that provides corporate cards and expense management software. That’s up from 50% in January, when it was tied with OpenAI.

As we’ve noted, Big Tech is pivoting from experimentation to revenue — and enterprise is where that shift is playing out.

tech
Rani Molla

Microsoft considers suing Amazon and OpenAI over $50 billion deal

Microsoft may be about to take its biggest AI partner to court, the Financial Times reports.

Microsoft, a longtime backer of OpenAI, is weighing legal action over the latter’s $50 billion deal with Amazon tied to its new Frontier AI product, arguing it could violate a key clause in their exclusive cloud deal requiring OpenAI’s models to run through Azure. Amazon and OpenAI say they’ve found a workaround. Microsoft executives disagree.

“We know our contract,” a source told the FT. “We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them.”

OpenAI, which is eyeing an IPO this year and under pressure to generate more revenue, is trying to loosen Microsoft’s grip as it scales, while Microsoft increasingly sees OpenAI as both a partner and competitor.

Microsoft weighs legal action over $50bn Amazon-OpenAI cloud deal

Microsoft weighs legal action over $50bn Amazon-OpenAI cloud deal

“We know our contract,” a source told the FT. “We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them.”

OpenAI, which is eyeing an IPO this year and under pressure to generate more revenue, is trying to loosen Microsoft’s grip as it scales, while Microsoft increasingly sees OpenAI as both a partner and competitor.

tech
Rani Molla

Morgan Stanley says robotaxis could help Tesla sell more cars

Morgan Stanley analysts think Tesla’s robotaxi push could boost more than just a new business line — it could help sell more cars and software, too.

After visiting Giga Texas, analysts said they’re more optimistic about Tesla’s progress toward an unsupervised robotaxi rollout, with improvements in tricky pickup and drop-off scenarios where Tesla doesn’t have as much data from consumer usage. For now, the vast majority of its vehicles still have human supervisors in the front seat, but the analysts say the service is helping Tesla.

“Incremental unsupervised robotaxi miles driven improve the underlying autonomy model, which accelerates the path to personal unsupervised FSD [Full Self-Driving]. This, in turn supports higher FSD attach rates, improves auto demand, and cash flow generation.”

In other words, the more robotaxis drive, the better Tesla’s self-driving gets — and that could make its Full Self-Driving software more appealing and its cars easier to sell, in addition to improving its robotaxi service. Note that Tesla’s vehicle deliveries, which accounts for the lion’s share of the company’s revenue, have dropped two years in a row.

Morgan Stanley also sees a cost advantage. It estimates Tesla’s robotaxis could cost about $0.81 per mile to run today — cheaper than traditional ride-hailing and rival autonomous services — with costs falling further as purpose-built vehicles like the Cybercab scale.

Morgan Stanley maintained its equal-weight rating and $415 price target, about 4% above where the stock is currently trading.

Rani Molla
8h
Big Tech companies are now racing to see who can build the best AI coworker

After years of trying to have the best model, Big Tech is getting serious about the business side of AI.

Man Working at Vintage Computer
$600B
Rani Molla

Amazon CEO Andy Jassy told employees at an all-hands meeting on Tuesday that he sees AI growing AWS sales to $600 billion a year by 2036, Reuters reports — double his prior estimate and more than 4x last year’s revenue.

Shares of Amazon, which were already up for the day, moved modestly higher on the heels of the report.

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