Investor suspects anti-OpenAI/Anthropic sentiment stems from unreported business acceleration

matt_slotnick · x · 2026-09-16

Matt Slotnick suspects the recent wave of anti-OpenAI/Anthropic sentiment is driven by both companies' business accelerating sharply over the past month or two — an acceleration he believes hasn't been reported yet but expects to surface soon.

Related event: Investor: Backlash Against OpenAI, Anthropic May Reflect Accelerating Business(2 posts)→

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