Analyst: As models converge, Anthropic and OpenAI will push deeper into verticals
RihardJarc · x · 2026-11-11
Investor Rihard Jarc argues that as AI models converge in capabilities and pricing, frontier labs — especially Anthropic and OpenAI — should be expected to push deeper into verticals where margins actually are. Each has brand strength to leverage: OpenAI on the consumer side, Anthropic in enterprise.
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