Milk Road AI

Anthropic’s Rise: Is OpenAI Losing Its Lead? w/ Patrick & Duncan


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In today’s episode of Milk Road AI, we break down why the balance of power in artificial intelligence may be starting to shift. Anthropic is raising more capital, winning over enterprise users, and positioning itself to control more compute in 2026, all while OpenAI faces growing political scrutiny, enormous spending commitments, and tougher questions around monetization.


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🎙 GUEST INFO 🎙

Duncan: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/FloodCapital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Patrick: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Potrock_⁠⁠⁠


📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

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