Will Google outlast Anthropic and OpenAI? | Vibes & Benchmarks Ep 02

Outset Capital GPs Ali Rohde and Josh Albrecht discuss what happened in AI this week.Outset Capital is a San Francisco–based pre-seed and seed fund investing in AI, devtools, robotics, and the future of work. The three GPs are Ali Rohde (Managing Partner), Kanjun Qiu (CEO of Imbue), and Josh Albrecht (CTO of Imbue). Josh spends in the hundreds of thousands of dollars a year on tokens, runs his own recursively self-improving coding harnesses at Imbue, and has very spicy opinions about where the rest of the industry is wasting its money.This week: why everyone is quietly switching from Claude Code to Codex, what Anthropic's "200 credit" reframe actually means for developers, why Google is positioned to outlast Anthropic and OpenAI long-term, what it means that two companies just captured 89% of $80 billion in AI revenue, whether Anthropic at $1 trillion can actually keep climbing, how Effective Altruism accidentally built Anthropic, why Anthropic's 2028 China paper makes no sense, and the cold case for distillation as a moral right.Josh Albrecht is the CTO of Imbue and a GP at Outset Capital.• X: https://x.com/joshalbrecht• LinkedIn: https://www.linkedin.com/in/joshalbrecht • Website: https://joshalbrecht.com/• Imbue: https://imbue.comAli Rohde is the cofounder/Managing Partner at Outset Capital.• LinkedIn: https://www.linkedin.com/in/ali-rohde-90719970 • X: https://x.com/RohdeAli• Website: https://alirohde.com• Outset Capital: https://outsetcapital.com