AI Regulatory Capture Bet: Why OpenAI & Anthropic Stopped Competing on Tech

Podcast: More or Less · Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

Opublikowano: 2026-07-17

You know we're deep into summer when Jess leaves the pod early to catch Benson Boone... for the eighth time. This week, the More or Less squad revisits the Anthropic and OpenAI IPO speculation. Their views haven't changed, but their AI usage certainly has. Dave ditches Anthropic for GLM 5.2 on cost, while Sam argues the AI model wars are effectively over, and the frontier labs know it, which is why they're spending more time in Washington than competing on model quality. America also gets its first serious open weights model. The squad also unpacks...