P Equity Research 📰(@pequityresearch):Biggest issue to me for Anthropic and OpenAI right now might be model switching. When Anthropic releases this new model in the coming months (as per Reuters reporting), it will lead to a slowdown for OpenAI. Then OpenAI strikes back. One speeds up, one slows down. Vice versa. There has to be something that changes about this. Right now, users have no incentive to stick to just one model.

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P Equity Research 📰@pequityresearch

2026.09.19 20:32

Biggest issue to me for Anthropic and OpenAI right now might be model switching. When Anthropic releases this new model in the coming months (as per Reuters reporting), it will lead to a slowdown for OpenAI. Then OpenAI strikes back. One speeds up, one slows down. Vice versa. There has to be something that changes about this. Right now, users have no incentive to stick to just one model.