Hayden Field

Yeah, we absolutely are.

It's kind of like time to pay the piper in a way.

You know, they've been raising a ton of money, raising a ton of hype for years.

And now, you know, as companies prepare to go public and the competition is heating up more than ever and they're kind of entering all these different sectors and trying different side quests, it's finally time to really like face the music and see what's going on.

how much money they can really make.

And there's never been more pressure on them also.

Sure.

So, yeah, I mean, it's interesting because in some ways they're in the same position.

They're both preparing to go public this year, reportedly, and kind of racing each other to do that.

And they're both constantly raising a ton of money and hype.

But where they differ is, of course, OpenAI has traditionally been really courting the consumer-facing stuff and some enterprise and government stuff.

but they've really been focused equally, if not way more so, on consumer.

Anthropic has always been pretty focused on enterprise, and they have remained pretty steady on that focus.

So they're not really doing as many side quests.

They're not rolling out as...

many other experiments or projects, they're just kind of laser focused on their enterprise goals and their enterprise clients.

Now, are they only doing that?

No, sometimes they kind of, it seems like get FOMO and they're like going into, you know, Claude for healthcare and, you know, Claude for education, things like that.

But it doesn't totally remove them from their goals of enterprise because like, you know, that's pretty focused on healthcare organizations or, you know,

education systems are enterprises too, as we know.