… There’s something of a profit panic as the company tries to figure out how to make money from its scattershot AI enterprises, while Claude Code and Cowork from Anthropic emerged as the winners for enterprise AI spending. …
… So naturally, when we’re swamped with demand, then that demand finds loads of nooks and crannies to get satisfied by. …
… Anthropic decided that it would focus on the enterprise. It seems to be taking a commanding lead there because the enterprise use of AI is so high. Now, OpenAI is refocusing its product away from “we’re going to take on Google” to Codex, and they’re going to take on the enterprise. …
… That is probably the biggest place, and that is enterprise. …