OpenAI vs Anthropic race is a sideshow, both can fund frontier training for a year+

teortaxesTex · x · 2026-09-29

AI commentator teortaxesTex argues the current product competition (Sol/Opus, even Astra/Fable) is a sideshow: both OpenAI and Anthropic have enough capital to keep training frontier models for over a year, and Anthropic may actually be the more desperate of the two. What matters, he says, is how HPIM responds to general post-training.

He adds that barring administrative fiat or extraordinary circumstances, both labs are effectively unkillable and will keep this rivalry going well past ASI.

Related event: Analyst: OpenAI-Anthropic Rivalry to Persist Beyond ASI(2 posts)→

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