Charles HudsonFounder and Managing Partner, Precursor Ventures

Are we crowning AI winners too soon?

31 Jul 2025 · 1 min

Watch on YouTube

0:33

Charles Hudson discusses the fluidity of perceptions about AI market leadership, arguing that Anthropic may no longer be perceived as a clear number-two to OpenAI. He attributes shifting views partly to products/announcements (mentions "Claude code" and "mcp") and gives the coding tools market—where GitHub Copilot (backed by Microsoft/GitHub) is an example—as context for how market dominance can change.

Chapters

I also think people have to remember this stuff as fluid. I think there was a period of time where people like, well, Anthropic isn't really that competitive with OpenAI. OpenAI is like the clear front runner. And I think that's changed. At least my sense is the perception. And some of that, I think, is Claude code. I think some of that's mcp. But my sense is people's perception that Anthropic is destined to be the number two player. Like that is not the case anymore. And even if I look at the the coding tools market we've seen even in the last five years, Copilot is obviously going to win because it's got Microsoft and it's got GitHub. That's.