[skybrian]

Suppose they do somehow collapse. How does that cause wider problems? Their competitors will pick up customers.

[layer8]

If they collapse, then because their value proposition doesn’t add up. It’s unclear why that should be different with their competitors then.

[skybrian]

It looks like nobody is collapsing, but OpenAI might be behind Anthropic now:

https://www.axios.com/2026/03/18/ai-enterprise-revenue-anthr...

https://x.com/albrgr/status/2041288324464451617