The Overtake Underneath: What Bifurcated When Anthropic Passed OpenAI
Anthropic crossed $30B ARR while OpenAI sat at $24B. The model layer bifurcated by buyer surface, and Bain's $2T sector revenue math got harder, not easier.
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The Mythos Boomerang
Anthropic's Mythos gating fight became federal AI policy in four weeks. Five labs, CAISI, and an FDA-style executive order changed the regime.
The Procurement Inversion: When Self-Hosting Chinese Weights Becomes the Compliant Choice
DeepSeek V4-Pro shipped MIT-licensed at 1.6T parameters while Anthropic Mythos sits behind White House gating, and enterprise procurement just walked through the open-weight door.