It’s funny that market is treating Microsoft similar to Oracle.
Not taking sides but OpenAI is still the market leader. I agree that Claude has gained market share over the past few months and but I’m skeptical about most recent Mythos release (internal release)
In terms of revenue, OpenAI is at $25 Billion and whereas Anthropic is at $19 Billion. (Please don’t tell it’s 30, check how Anthropic calculates it)
But, the catch is that most of Anthropic’s money comes from enterprise. Also, note that both these firms report their revenue differently - OpenAI does it after 20% Microsoft costs/cut, Anthropic does it without those. It’ll be interesting to see how SEC treats them when they head to IPO!
CODEX(OpenAI’s coding platform) has become surprisingly good over the past few weeks compared to Claude Code. While Claude Code is good as platform, OpenAI(CODEX) is catching up.
Looks like Anthropic’s ecosystem is winning at the moment (hence the surge in Amazon, Broadcom)
Google is second and OpenAI’s ecosystem is last for now (Microsoft, Nvidia). Oracle is trash, BTW.
I’m not Software Developer but I’m very much in the ecosystem (building data centers etc.)
Interesting to see where this goes from now!