E265: March 27 2026 Anthropic on a generational run Jensen called Opus 4.5/6 an inflection point (similar as Michael Dell) Anthropic releasing features out the wazoo - incredible pace Company made an early bet on coding/agentic coding - working really well for them They make the best coding products People pitting Anthropic and OpenAI just for drama Both companies seem to be accounting revenue differently and the businesses are quite different Emil Michael apparently smeared in article about his involvement with Anthropic and potential rivals - classic deflection by leftists OpenAI losing share? Risk is low because its very well established Could become the default consumer AI app - like how people pay for phones and electricity - OpenAI could be there Could be new platform like smartphone App store Google has a strong position here - they could release their own OpenClaw - people already trust them Impact of AI on valuations One thing that can help is looking at ho...