Veytics Intelligence
2026-11-11 · Yahoo

OpenAI may be falling behind Anthropic based on these two factors

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Host Kevin Kelly, Kelly Intelligence Founder, CEO, and CCO, and his panel of experts compare Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT) based on run rate and leadership, and determine which has a brighter future. Today's panel includes EP Wealth Advisors Managing Director of Investments Adam Phillips, Zacks Investment Management Chief Market Strategist Brian Mulberry, and ProShares Global Investment Strategist Simeon Hyman. Video Transcript 00:00 Ryan When I look at these two companies, they're almost mirror images of each other in that, you know, I see Anthropic at close to $100 billion ARR whereas OpenAI is only 40.

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