OpenAI Has Been Losing Its Edge to Anthropic. But Not For Long. episode artwork

EPISODE · Apr 7, 2026 · 20 MIN

OpenAI Has Been Losing Its Edge to Anthropic. But Not For Long.

from Limitless: An AI Podcast · host Limitless

Let's examine OpenAI's $122 billion raise and new acquisitions while they put others in the graveyard. We discuss the shift from data centers to cloud resources in response to competition from Anthropic and the implications of Sora's costly shutdown.With a potential $1.2 trillion IPO on the horizon, we explore leadership tensions over timing and strategy, alongside insights on the upcoming model Spud and Sam Altman's post-AGI vision.------🌌 LIMITLESS HQ ⬇️NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/------TIMESTAMPS0:00 OpenAI's Comeback Story0:33 The Graveyard of Failures2:37 Competition with Anthropic4:11 The Closure of Sora5:06 Leadership Challenges6:06 Behind the Scenes of OpenAI12:28 The Path to IPO17:41 The Stakes of Success18:50 Sam's Vision for the Future------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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OpenAI Has Been Losing Its Edge to Anthropic. But Not For Long.

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