Two analysts debate which AI lab is winning. One argues Anthropic leads because its Fable-5 model outperforms competitors. The other points to compute resources and deployment speed as what actually determines long-term dominance.
In the US closed labs between OpenAI, Anthropic, and Google, and xAI, who's in the best position here?
Yeah, right now Anthropic has the strongest, forgetting about price or time wall clock, Anthropic has the strongest model that's generally available, Fable-5.
I'm not speaking about model in terms of positioned with compute and the speed at which they're deploying models and their ability to, I guess, continue their dominance.
Well, here's the thing, Peter, there's no easy answer 'cause Anthropic is in the best position by far, and hordes of very talented people going there purely because they want to see the singularity emerge. Like, it's like the birth of the phoenix. I want to be there on that day. Sure. But they're totally reliant on Elon for the compute. Elon can rip the soul out of Anthropic any day. And he's got the Cursor guys now. He spent $60 billion getting them. They're brilliant, and they're starting to roll out cool stuff, and they're starting to do the training. So, yeah, if you said 2 years in the future, then it's really tricky because Anthropic and Elon are like, I don't know. It's a really interesting race.
