Two Kings, One Board | Anthropic vs OpenAI

We sat down in March 2026 to break down the two most important companies in AI. This episode is a full deep dive into Anthropic and OpenAI, comparing everything from corporate structure and revenue models to business strategy, research philosophy, and the politics shaping both companies. We cover the founding stories, the safety vs scale debate, enterprise adoption, fundraising dynamics, the Pentagon ban, and where both companies are headed next. Whether you're a builder, investor, or just following the AI race closely, this is the episode.   ur Newsletter : https://secondnewsletter.substack.com/ Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/ 0:00 Introduction 49:03 Iran 3:16 Anthropic vs OpenAI summary  4:29 Revenue Chart  7:12 Story Behind OpenAI and Deepmind 12:27 Political Motivation Behind Anthropic, Effective Alterism 13:00 Why did Amodei leave OpenAI? 13:22 Anthropic Co-founders 14:25 When did the war begin? 16:00 Anthropic fundraising story  17:00 Open Philanthropy in the story?  18:22 Consumer vs Enterprise?  20:32 google did favor?  23:08 Why is Anthropic in love with regulations?  23:53 Anthropic is the master of regulatory capture  24:20 Bill Gurley about the Anthropic  25:22 Anthropic Legal team is from the Government?  25:58 How Anthropic when the government contracts? 31:18 Claude Code vs Codex? 31:56 Focus 37:50 Skill 39:44 Financial Analysis 43:39 OpenClaw 44:25 OpenClaw Stat 47:33 Codex App 51:43 Amodei Risk Strategy 59:29 Add for OpenAI 1:0:13 Department of War 1:04:00 Contract with Department of War  1:08:58 OpenAI risks 1:15:18 OpenAI and Private Equity 1:17:38 Iranian Anthropic Board Member    References :    https://openai.com/index/introducing-openai/ https://www.acquired.fm/episodes/google-the-ai-company https://issuu.com/pomfretschool/docs/spring_2023_magazine/s/21821582#:~:text=In%20July%202015%2C%20a%20handful,start%2Dup%20incubator%20Y%20Combinator. https://www.acquired.fm/episodes/google-the-ai-company https://mindmatters.ai/2024/09/silicon-valleys-trendy-ethic-effective-altruism/ https://fortune.com/2025/12/02/daniela-amodei-anthropic-cofounder-claude-openai/ https://www.anthropic.com/news/anthropic-raises-series-b-to-build-safe-reliable-ai https://www.youtube.com/watch?v=O_AfZ6J0ToE https://www.youtube.com/watch?v=W3YpC4Dvzso https://www.linkedin.com/in/elizabeth-kelly-dc/ https://www.linkedin.com/in/holden-karnofsky-75970b7/ https://www.marketingaiinstitute.com/blog/dario-amodei-ai-entry-level-jobs https://www.anthropic.com/news/model-context-protocol https://www.linkedin.com/in/farzam-hejazi-5b608081/ https://www.cnbc.com/2025/10/06/anthropic-deloitte-enterprise-ai.html https://myclaw.ai/?utm_source=ggzhuan&gad_source=1&gad_campaignid=23639453985&gbraid=0AAAABCxkYQOeGOrIKZhTFpHNFSyzzRfOj&gclid=CjwKCAjwspPOBhB9EiwATFbi5FOiQupWtKzL_0mzKzlnKUaEaKbKYrJ748p8hDKoqXCu_PE08pp5BRoCWsIQAvD_BwE https://www.youtube.com/watch?v=n1E9IZfvGMA https://www.youtube.com/watch?v=gzwRflcLPAAZZ https://www.vccircle.com/openaijoins-anthropic-in-courting-private-equity-firms-for-enterprise-ai-venture https://www.youtube.com/watch?v=9kLQXX76rEI&list=PLey29VA1L5hkYHI-J6R2emxTtiSLnsVmn https://www.linkedin.com/in/yasminrazavi/ Linkedin: https://www.linkedin.com/company/secondpodcast/?viewAsMember=true X : https://x.com/thesecondpod Instagram : https://www.instagram.com/thesecondpod/   #ArdalanJavadi #هوش_مصنوعی #عامل_محور #ایجنت #سندباکس_ایجنت #کارآفرینی #استارتاپ #جذب_سرمایه #سرمایه_جسورانه #سیلیکون_ولی #SecondPod #Ardalan Javadi