4 sources healthy · latest episode 9 Nov 2026
prediction claim

The speaker expects Anthropic and OpenAI to expand substantially into vertical applications and diversify beyond model delivery.

Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026

In their words

The transcript segments this claim was taken from

“But I mean, maybe to your question, I do expect to see a much bigger push by both labs, Anthropic and OpenAI, into vertical applications and kinda like diversifying out of just delivering models.”
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