E152 - OpenAI Has Been Losing Its Edge to Anthropic. But Not For Long.
Published: April 7, 2026
Duration: 20:21
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Let's examine OpenAI's $122 billion raise and new acquisitions while they put others in the graveyard. We discuss the shift from data centers to cloud resources in response to competition from Anthropic and the implications of Sora's costly shutdown.
With a potential $1.2 trillion IPO on the horizon, we explore leadership tensions over timing and strateg...