Squawk on the Street(@SquawkStreet):"The north star for us on all of this is how much enterprise demand is there." Heath Terry, @Citi Research global head of tech and communications, addresses whether OpenAI and Anthropic might be getting too big to fail:

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CNBC's Squawk on the Street, 9a to 12 pm ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer Follow us on Bluesky: @squawkstreet.bsky.social

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Squawk on the Street@SquawkStreet

2026.08.19 15:57

"The north star for us on all of this is how much enterprise demand is there." Heath Terry, @Citi Research global head of tech and communications, addresses whether OpenAI and Anthropic might be getting too big to fail:

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