AI BriefingOpenAI Chases Anthropic by Mimicking Its Success Formula
Key point
OpenAI is fiercely competing by following in Anthropic's footsteps in product launches and business model.
Details
A pattern is repeating in which OpenAI follows Anthropic's product launches and business strategy. After Anthropic announced its cybersecurity model Claude Mythos, OpenAI released GPT-5.4-Cyber, and even after the success of the coding tool Claude Code, OpenAI appeared to respond with Codex updates.
The two companies also show clear differences in their core business models.
- Anthropic: Focuses on B2B and coding tools targeting enterprise customers and software engineers, pursuing tangible profitability.
- OpenAI: Focuses on the consumer market centered on ChatGPT, video generation (Sora), AI browsers, and other B2C services and ecosystem expansion.
Recently, Anthropic has been growing rapidly, achieving $30 billion in annual revenue and being valued at over $1 trillion in private markets. As a result, wariness toward Anthropic's growth is increasing within OpenAI, and a recently leaked memo has revealed strategic shifts aimed at responding to Anthropic's business model.
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