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OpenAI Misses, Anthropic Takes All: The Power Balance of the AGI Game is Tilting
The financial figures from the past week tell us more directly where the AGI game stands than any model benchmark score. For the first time, OpenAI has been reported by its own insiders to have missed internal revenue and user targets, with even the CFO disagreeing with the CEO in internal memos. In the same week, Anthropic secured $40 billion from Google, receiving backing from all four major tech giants. With the AGI clause removed from contracts, cash flow has become the real judge. Based on these figures, I discuss how this game is shifting.
