# Anthropic and OpenAI Launch Enterprise AI Arms, Microsoft Power Apps MCP, Tenstorrent vs Nvidia

Page: https://stenobird.com/podcast/ai-convo-cast-7218040/anthropic-and-openai-launch-enterprise-ai-arms-microsoft-power-apps-mcp-tenstorrent-vs-nvidia
Text version: https://stenobird.com/podcast/ai-convo-cast-7218040/anthropic-and-openai-launch-enterprise-ai-arms-microsoft-power-apps-mcp-tenstorrent-vs-nvidia.md
Podcast: [AI Convo Cast](https://stenobird.com/podcast/ai-convo-cast-7218040)
Published: 2026-05-05T09:05:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/aiconvocast/episodes/Anthropic-and-OpenAI-Launch-Enterprise-AI-Arms--Microsoft-Power-Apps-MCP--Tenstorrent-vs-Nvidia-e3isu9m
Audio file: https://anchor.fm/s/101530384/podcast/play/119486198/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-4%2Fb0aa2e0e-2beb-a519-ea7a-b03f7b2ef695.mp3
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Duration seconds: 358

## Resource

In this episode, we discuss Anthropic and OpenAI both launching enterprise AI services firms backed by major private equity, adopting Palantir's forward-deployed engineer playbook to embed Claude and GPT directly inside mid-sized companies. We also cover Microsoft's Power Apps MCP Server hitting general availability, bringing native supervision for business agents using the Model Context Protocol standard. Finally, we break down Tenstorrent's Galaxy Blackhole launch, with Jim Keller's chip startup making bold inference performance claims against Nvidia for AI video generation and long-context language models like DeepSeek R1. From Blackstone and Goldman Sachs backing Anthropic to TPG and Brookfield funding OpenAI's Development Company, we examine why frontier labs are scaling humans alongside GPUs. https://www.aiconvocast.com Help support the podcast by using our affiliate links: Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkv Disclaimer: This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by Anthropic, OpenAI, Microsoft, Tenstorrent, Nvidia, Blackstone, Goldman Sachs, or any other entities mentioned unless explicitly mentioned. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Affiliate links may earn the podcast a commission at no additional cost to you.

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