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

Page: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/openai-has-been-losing-its-edge-to-anthropic-but-not-for-long
Text version: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/openai-has-been-losing-its-edge-to-anthropic-but-not-for-long.md
Podcast: [Limitless: An AI Podcast](https://stenobird.com/podcast/limitless-an-ai-podcast-7326914)
Published: 2026-04-07T10:50:00+00:00
Episode link: https://share.transistor.fm/s/df19e4b0
Audio file: https://media.transistor.fm/df19e4b0/85ad0b3e.mp3
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JSON: https://stenobird.com/v1/public/podcasts/limitless-an-ai-podcast-7326914/episodes/openai-has-been-losing-its-edge-to-anthropic-but-not-for-long
Duration seconds: 1221

## Resource

🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ 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. ------ TIMESTAMPS 0:00 OpenAI's Comeback Story 0:33 The Graveyard of Failures 2:37 Competition with Anthropic 4:11 The Closure of Sora 5:06 Leadership Challenges 6:06 Behind the Scenes of OpenAI 12:28 The Path to IPO 17:41 The Stakes of Success 18:50 Sam's Vision for the Future ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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## Transcript

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