New LLMs Coming in the Next Few Weeks

New LLMs from Anthropic and OpenAI will land between now and June

My sense is that OpenAI is going to gain ground on Anthropic this year in the Enterprise as OpenAI is focusing more on Enterprise users explicitly and implicitly (by way of dropping Sora).

• Further, OpenAI was more aggressive in obtaining GPUs in 2025 than was Anthropic. I think this compute capacity difference will be obvious in 2027 and may lead to Anthropic being acquired by Google (GOOGL).

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