Applications
It is remarkable how quickly this market shook out. Anthropic & OpenAI are in business take-off, at least: they have the model development, …
It is remarkable how quickly this market shook out. Anthropic & OpenAI are in business take-off, at least: they have the model development, enterprise deals, compute deals, government & press attentio
It is remarkable how quickly this market shook out. Anthropic & OpenAI are in business take-off, at least: they have the model development, enterprise deals, compute deals, government & press attention and consumer recognition. Only potential competition is Google (& maybe Meta) Good lord. Half-ish of the cloud backlog at Microsoft, Oracle, Google and Amazon is OpenAI and Anthropic????
Source: Ethan Mollick (X) | 2026-05-07