Anthropic's bets grow as Codex splits the coding market: 'the losses multiply,' analyst warns
gerardsans · x · 2026-10-22
gerardsans argued that Anthropic had already been running its flagship Claude Code at full tilt on software, and OpenAI Codex is now splitting that segment in half — time is running out.
He notes Anthropic pivoting to cyber and biology bets: "the bets grow, the losses multiply," warning that if none pay off, the economy will take a huge hit. A competitive-dynamics take on Anthropic's strategy.
Related event: Analysts Question Anthropic's Concentrated Bets as Losses Grow(2 posts)→
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