WEBVTT - The Different Games OpenAI and Anthropic Are Playing 0:00:20.280 --> 0:00:22.840 Hey what's up? So one thing I find really interesting 0:00:22.840 --> 0:00:26.320 right now is the difference in how it seems OpenAI 0:00:26.320 --> 0:00:30.800 and anthropic are approaching the market. I see anthropic as 0:00:30.800 --> 0:00:33.919 primarily this is an oversimplification, but I think anthropic is 0:00:33.920 --> 0:00:37.160 primarily going after the enterprise and trying to be all 0:00:37.159 --> 0:00:42.240 the internal workflows, all the unified entity context, kind of 0:00:43.080 --> 0:00:46.480 almost like a Palantir type situation of understanding the business 0:00:46.920 --> 0:00:50.920 and helping the business actually perform operationally. I feel like 0:00:50.920 --> 0:00:55.280 that is the massive force of what they're pushing into. Obviously, 0:00:55.280 --> 0:00:57.840 they care about consumer as well. So both are doing both. 0:00:58.400 --> 0:01:02.480 But I feel like OpenAI is largely focusing on the 0:01:02.480 --> 0:01:06.520 bigger consumer vision. So I opened ChatGPT the other day 0:01:06.520 --> 0:01:09.080 and I noticed it said, hey, connect your Apple health. 0:01:09.480 --> 0:01:11.720 So I feel like OpenAI is going after all the 0:01:11.720 --> 0:01:15.080 personal stuff. And they hired Jony Ive just as another 0:01:15.080 --> 0:01:18.400 piece of sort of evidence here. They hired Jony Ive 0:01:18.600 --> 0:01:21.280 to build a piece of hardware, which I think, and 0:01:21.319 --> 0:01:24.959 kind of the interpretation is basically that's meant to replace 0:01:24.960 --> 0:01:27.800 the iPhone or the phone in general, like to have 0:01:27.800 --> 0:01:30.479 an AI device where you're talking to your AI. And 0:01:30.479 --> 0:01:33.640 Sam has been talking about this massively. Dario seems to 0:01:33.640 --> 0:01:38.199 talk more about the future and work and the enterprise again, 0:01:38.240 --> 0:01:40.920 with some exceptions. And Sam seems to talk more about 0:01:40.919 --> 0:01:44.540 the future of like the personal ecosystem, having an agent 0:01:44.539 --> 0:01:48.100 always available. And obviously, given what I talk about in 0:01:48.100 --> 0:01:50.780 my sort of orientation, I really find that OpenAI thing 0:01:51.020 --> 0:01:54.700 quite compelling. Obviously, I like both. I'm really interested in both, 0:01:55.180 --> 0:01:58.180 but I feel like OpenAI is more aligned in this 0:01:58.180 --> 0:02:01.140 particular case with the way I've seen AI going, which 0:02:01.140 --> 0:02:03.419 is you have the personal assistant that is who you're 0:02:03.419 --> 0:02:05.620 talking to. The personal assistant is then doing all the 0:02:05.620 --> 0:02:10.060 different things for you in all these different places and 0:02:10.060 --> 0:02:14.660 basically operating on your behalf. And with the merging of 0:02:14.700 --> 0:02:18.419 ChatGPT and Codex into a single app, and the more 0:02:18.419 --> 0:02:21.180 and more connectors that OpenAI is bringing in, it really 0:02:21.180 --> 0:02:24.620 does feel like they are definitely heading in this consumer 0:02:24.660 --> 0:02:27.380 sort of orientation. And what I find interesting about this 0:02:27.380 --> 0:02:33.100 is both are multi-trillion dollar businesses, right? Replacing the operations 0:02:33.100 --> 0:02:37.419 layer of all these businesses is just extremely lucrative. Right? 0:02:37.460 --> 0:02:40.660 And that's where anthropic is sort of heading, but also 0:02:40.660 --> 0:02:45.139 just becoming the single agent, becoming her or becoming Jarvis 0:02:45.620 --> 0:02:49.500 for all of humans, right? Is kind of the Tam 0:02:49.500 --> 0:02:53.220 for OpenAI here in this particular lens. And that is 0:02:53.220 --> 0:02:57.579 also multi-trillion dollar market, right? So I feel like both 0:02:57.579 --> 0:03:01.260 are doing something extraordinary, really huge, that the other is 0:03:01.299 --> 0:03:03.980 kind of not touching as much. And I just find 0:03:03.980 --> 0:03:07.380 that really interesting. Curious to hear if you see it 0:03:07.380 --> 0:03:09.779 differently or if you kind of agree with this approach.