You'd have to think so. They're really the only serious player left - I doubt Google would want to be involved, and xAI is a significant step down.

I know the reaction to this, if you're a rational observer, is "OpenAI have cut corners or made concessions that Anthropic did not, that's the only thing that makes sense."

However, if you live in the US and pay a passing attention to our idiotic politics, you know this is right out of the Trump playbook. It goes like this:

* Make a negotiation personal

* Emotionally lash out and kill the negotiation

* Complete a worse or similar deal, with a worse or similar party

* Celebrate your worse deal as a better deal

Importantly, you must waste enormous time and resources to secure nothing of substance.

That's why I actually believe that OpenAI will meet the same bar Anthropic did, at least for now. Will they continue to, in the same way Anthropic would have? Seems unlikely, but we'll see.

I know the reaction to this, if you're a rational observer, is "OpenAI have cut corners or made concessions that Anthropic did not, that's the only thing that makes sense."

However, if you live in the US and pay a passing attention to our idiotic politics, you know this is right out of the Trump playbook. It goes like this:

* Make a negotiation personal

* Emotionally lash out and kill the negotiation

* Complete a worse or similar deal, with a worse or similar party

* Celebrate your worse deal as a better deal

Importantly, you must waste enormous time and resources to secure nothing of substance.

That's why I actually believe that OpenAI will meet the same bar Anthropic did, at least for now. Will they continue to, in the same way Anthropic would have? Seems unlikely, but we'll see.