Hey, I rarely plug my newsletter here, but while everyone is doing boring demos of ChatGPT Search, we need new angles on what's at play:
It's not OpenAI versus Google and Perplexity; it's a market share battle with Anthropic.
With Search, OpenAI reinforces its position as a leader in the B2C market.
They need it; Anthropic still has the best model with Claude 3.5 Sonnet and is growing fast as an API provider:
• Claude 3.5 Sonnet is the most used LLM on Open Router
• The latest version of Claude Sonnet broke the 50% SWE-verified benchmark
• They're about to close a fundraising round with a $40B valuation
On the other side:
• No GPT-5 this year
• New DALLE coming, but no date. My bet: Flux, Ideogram and Recraft cut their roadmap; when you're called OpenAI, you want to release a SOTA model, nothing else
• Unstable teams with key people leaving the company
So what's your bet? OpenAI or Anthropic? Put your vote in the comments 👇
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What a great feature!