OpenAI pivots to coding models and enterprise, may cede consumer AI to Meta and Google
ivan_bezdomny · x · 2026-09-30
An argument that OpenAI has shifted its focus to coding models and is now competing head-on with Anthropic in the enterprise market — a move described as smart, necessary, and in some ways already winning.
The trade-off is consumer AI: the author expects OpenAI to keep consumer products for a while but slowly lose that market to Meta and Google.
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