The AI industry's existential race for profits
Decoder with Nilay Patel
- Published
- April 9, 2026
- Duration
- 38:19
- Summary source
- description
- Last updated
- Jul 5, 2026
Discusses openai, anthropic.
Summary
Today, let’s talk about the looming AI monetization cliff, and whether some of the biggest companies in space can become real, profitable businesses before they careen right off it. My guest today is Hayden Field, who’s our senior AI reporter here at The Verge. She’s been keeping close tabs on both Anthropic and OpenAI, and how these two companies, both s…
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Show notes
Today, let’s talk about the looming AI monetization cliff, and whether some of the biggest companies in space can become real, profitable businesses before they careen right off it. My guest today is Hayden Field, who’s our senior AI reporter here at The Verge. She’s been keeping close tabs on both Anthropic and OpenAI, and how these two companies, both slate to go public this year, tell us a whole lot about the AI industry in 2026. Links: The vibes are off at OpenAI | The Verge Anthropic essent
Themes
- openai
- anthropic