The US government banned Anthropic's Fable model, expecting to suppress it. Instead, Anthropic's share of paid AI business subscriptions surged to 41% in May, beating OpenAI's 39.5% for the first time. Forbidden fruit is the world's best marketing.
Podbit · This Week in Tech (Audio)
The US government banned Anthropic's Fable model, expecting to suppress it. Instead, Anthropic's share of paid AI business subscriptions surged to 41% in May, beating OpenAI's 39.5% for the first time. Forbidden fruit is the world's best marketing.
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At 45:50 · chapter starts 35:00
Ed Zitron's independently verified documents, published by the Financial Times, show OpenAI lost $38.5 billion last year — but Owen Thomas provides essential context: much of the loss reflects non-cash restructuring from OpenAI's nonprofit-to-for-profit conversion, along with stock-based compensation. The company now has approximately one billion weekly active users and filed confidentially to go public. Meanwhile, Google suffers a massive talent blow: Noam Shazeer, co-author of the landmark 'Attention Is All You Need' transformer paper and architect of Google's Gemini models, is leaving for OpenAI — just two years after Google paid $2.7 billion to hire him via the Character AI acqui-hire. The panel speculates wildly about what OpenAI could possibly have offered him. Doc Rock wishes Anthropic would better explain its constitutional AI approach to a skeptical public.
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Anthropic's share of AI business subscriptions rose to 41% in May, finally beating OpenAI which held 39.5%, reportedly boosted by the government ban making the product seem extremely powerful.
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