OpenAI CEO Sam Altman is pushing back against his rival Anthropic's latest move, releasing a scathing Super Bowl ad that pokes fun at OpenAI's decision to introduce ads into ChatGPT. In an X post, Altman fired back, calling out Anthropic for serving "an expensive product to rich people," in stark contrast to OpenAI's effort to make powerful AI accessible to everyone.
The spat between the two A.I. heavyweights highlights their competing visions for the future of artificial intelligence. While OpenAI is doubling down on its push into the enterprise A.I. market, with new platform Frontier and coding assistant Codex, Anthropic has carved out a strong niche serving wealthy clients through its Claude Code, which achieved $1 billion in annualized recurring revenue just six months after its launch.
The divide between the two companies comes as no surprise given their past differences on safety concerns and business models. Dario Amodei, Anthropic's CEO, left OpenAI in 2020 over disagreements with Altman on those issues. Today, Anthropic is valued at $350 billion, while OpenAI has a valuation of $500 billion.
The tension between the two companies also plays out in their respective user bases and revenue streams. While OpenAI relies on consumers for more than 60% of its revenue, Anthropic draws 85% of its revenue from enterprise clients. In terms of consumer offerings, both companies have direct competition with similar monthly plans, ranging from $8 to $200.
In a bid to reclaim popular sentiment, Altman has framed his decision to introduce ads into ChatGPT as one that will democratize technology and bring A.I. to billions of people who can't afford pricey subscription plans. Meanwhile, Anthropic is pushing back with its own Super Bowl campaign, which the OpenAI CEO describes as an attempt by the company to "control what people do with A.I."
With the stakes high, both companies are racing to capture market share and control the narrative around AI's future. As they compete in the public square, it remains to be seen who will come out on top โ but one thing is certain: the battle for A.I. supremacy has only just begun.
The spat between the two A.I. heavyweights highlights their competing visions for the future of artificial intelligence. While OpenAI is doubling down on its push into the enterprise A.I. market, with new platform Frontier and coding assistant Codex, Anthropic has carved out a strong niche serving wealthy clients through its Claude Code, which achieved $1 billion in annualized recurring revenue just six months after its launch.
The divide between the two companies comes as no surprise given their past differences on safety concerns and business models. Dario Amodei, Anthropic's CEO, left OpenAI in 2020 over disagreements with Altman on those issues. Today, Anthropic is valued at $350 billion, while OpenAI has a valuation of $500 billion.
The tension between the two companies also plays out in their respective user bases and revenue streams. While OpenAI relies on consumers for more than 60% of its revenue, Anthropic draws 85% of its revenue from enterprise clients. In terms of consumer offerings, both companies have direct competition with similar monthly plans, ranging from $8 to $200.
In a bid to reclaim popular sentiment, Altman has framed his decision to introduce ads into ChatGPT as one that will democratize technology and bring A.I. to billions of people who can't afford pricey subscription plans. Meanwhile, Anthropic is pushing back with its own Super Bowl campaign, which the OpenAI CEO describes as an attempt by the company to "control what people do with A.I."
With the stakes high, both companies are racing to capture market share and control the narrative around AI's future. As they compete in the public square, it remains to be seen who will come out on top โ but one thing is certain: the battle for A.I. supremacy has only just begun.