We sat down in March 2026 to break down the two most important companies in AI. This episode is a full deep dive into Anthropic and OpenAI, comparing everything from corporate structure and revenue models to business strategy, research philosophy, and the politics shaping both companies. We cover the founding stories, the safety vs scale debate, enterprise adoption, fundraising dynamics, the Pentagon ban, and where both companies are headed next. Whether you're a builder, investor, or just following the AI race closely, this is the episode.

ur Newsletter : https://secondnewsletter.substack.com/

Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/

Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/

0:00 Introduction

49:03 Iran

3:16 Anthropic vs OpenAI summary 

4:29 Revenue Chart 

7:12 Story Behind OpenAI and Deepmind

12:27 Political Motivation Behind Anthropic, Effective Alterism

13:00 Why did Amodei leave OpenAI?

13:22 Anthropic Co-founders

14:25 When did the war begin?

16:00 Anthropic fundraising story 

17:00 Open Philanthropy in the story? 

18:22 Consumer vs Enterprise? 

20:32 google did favor? 

23:08 Why is Anthropic in love with regulations? 

23:53 Anthropic is the master of regulatory capture 

24:20 Bill Gurley about the Anthropic 

25:22 Anthropic Legal team is from the Government? 

25:58 How Anthropic when the government contracts?

31:18 Claude Code vs Codex?

31:56 Focus

37:50 Skill

39:44 Financial Analysis

43:39 OpenClaw

44:25 OpenClaw Stat

47:33 Codex App

51:43 Amodei Risk Strategy

59:29 Add for OpenAI

1:0:13 Department of War

1:04:00 Contract with Department of War 

1:08:58 OpenAI risks

1:15:18 OpenAI and Private Equity

1:17:38 Iranian Anthropic Board Member 

References : 

https://openai.com/index/introducing-openai/

https://www.acquired.fm/episodes/google-the-ai-company

https://issuu.com/pomfretschool/docs/spring_2023_magazine/s/21821582#:~:text=In%20July%202015%2C%20a%20handful,start%2Dup%20incubator%20Y%20Combinator.

https://www.acquired.fm/episodes/google-the-ai-company

https://mindmatters.ai/2024/09/silicon-valleys-trendy-ethic-effective-altruism/

https://fortune.com/2025/12/02/daniela-amodei-anthropic-cofounder-claude-openai/

https://www.anthropic.com/news/anthropic-raises-series-b-to-build-safe-reliable-ai

https://www.youtube.com/watch?v=O_AfZ6J0ToE

https://www.youtube.com/watch?v=W3YpC4Dvzso

https://www.linkedin.com/in/elizabeth-kelly-dc/

https://www.linkedin.com/in/holden-karnofsky-75970b7/

https://www.marketingaiinstitute.com/blog/dario-amodei-ai-entry-level-jobs

https://www.anthropic.com/news/model-context-protocol

https://www.linkedin.com/in/farzam-hejazi-5b608081/

https://www.cnbc.com/2025/10/06/anthropic-deloitte-enterprise-ai.html

https://myclaw.ai/?utm_source=ggzhuan&gad_source=1&gad_campaignid=23639453985&gbraid=0AAAABCxkYQOeGOrIKZhTFpHNFSyzzRfOj&gclid=CjwKCAjwspPOBhB9EiwATFbi5FOiQupWtKzL_0mzKzlnKUaEaKbKYrJ748p8hDKoqXCu_PE08pp5BRoCWsIQAvD_BwE

https://www.youtube.com/watch?v=n1E9IZfvGMA

https://www.youtube.com/watch?v=gzwRflcLPAAZZ

https://www.vccircle.com/openaijoins-anthropic-in-courting-private-equity-firms-for-enterprise-ai-venture

https://www.youtube.com/watch?v=9kLQXX76rEI&list=PLey29VA1L5hkYHI-J6R2emxTtiSLnsVmn

https://www.linkedin.com/in/yasminrazavi/

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