Also, the fact that other tech leaders know very well how Sam Altman operates doesn’t help OpenAI secure deals with big tech.

Domain knowledge, expertise, is a big thing in tech, because code can be written fast if you know what to do, and so by having that expertise, building a frontier model is a matter of time and capex. Anthropic is founded by top ex-openAi, so they are not lacking in expertise, and are not attached to SamAlt. It’s an easy choice of who to finance.

Anthropic will win long term because big tech knows how much of a loud mouth sam is, how much of the piee he wants, he is more of a rival then some company they could use to grow. While Anthropic (even though they aren’t really good guys) seems more like a shared common good for the big tech then openAi, like linux corporate business deals version.