[twoodfin]

Why isn’t the obvious story right?

Anthropic is capturing exploding enterprise demand via their agentic tools, OpenAI is failing (relatively) to do so. They’re stuck trying to squeeze more $$ out of consumer chatbots that have reached the second knee of the S-curve.

[kloop]

That doesn't seem like the obvious story to me. Normies and even most (non-tech) companies don't really know the difference between chatgpt and claude yet. And they generally don't have opinions or ideas on agentic X.

The obvious story seems to be that OpenAI was reckless and got way ahead of their revenue assuming it would keep hockey-sticking