Source: Tomasz Tunguz
Anthropic and OpenAI are pursuing different go-to-market strategies—Anthropic targeting enterprise safety and compliance, OpenAI dominating consumer and developer adoption—fragmenting the large language model market rather than consolidating it. This mirrors how infrastructure wins historically went to companies solving specific customer problems obsessively (AWS for developers, Salesforce for enterprises) rather than platforms claiming universality. The winner won't necessarily have the most capable model, but will build defensible distribution and trust within a specific segment before the other locks in customers.