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> OpenAI has seemingly gone from racing Anthropic to "maybe in 6 months" in the span of a week

When was the last time someone seriously asked if OpenAI was going to go public before Anthropic? For me, it's been at least months, maybe closer to a year. The corporate-governance complexity drove half of that, momentum the other half, and messaging from both companies having been consistent with that timeline for months sealed the deal.



I mean, they did the "confidential S1 filing" thing a few days apart.

Anthropic on 1st June: https://www.anthropic.com/news/confidential-draft-s1-sec

OpenAI shortly before June 8: https://openai.com/index/openai-submits-confidential-s-1/

That was less than a month ago. They seemed to be on a similar pace at least from my point of view.




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