Bindu Reddy predicts OpenAI and Anthropic will stall this year, opening the door for Grok and Gemini

bindureddy · x · 2026-11-09

Bindu Reddy predicts OpenAI and Anthropic will "almost definitely stall this year," citing compute constraints, safety fears, alignment delays, and stock market softness.

She argues this creates a huge opening for Grok and Gemini — their best chance yet to close the gap with the frontier leaders.

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