OpenAI vs Anthropic: GPT-5.5 flipped coding lead, Opus 5.5 sparks Anthropic rebound
firstadopter · x · 2026-10-15
- OpenAI pivoted resources to agentic coding in late 2025 after seeing Anthropic's success
- By April, OpenAI had largely caught up, with GPT-5.5 coding agent drawing positive vibes from top developers
- The July 9 release of GPT-5.6 arguably surpassed Anthropic in capability, and OpenAI took material share for months, slowing Anthropic's growth
- Anthropic's Sept 22 Opus 5.5 release is expected to spark a rebound, with Fable 5.5 potentially re-accelerating ARR into IPO
- OpenAI's CFO says Q4 momentum continues; confusing FT reporting has soured sentiment, making markets ignore extremely strong OpenAI data points since July 9
- The author expects close back-and-forth model leadership over the next 6-12 months, with both companies' aggregate revenue continuing to grow incredibly
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