Anthropic vs OpenAI: An Investor Shift
Ken Smythe, Founder of Next Round Capital joins Bloomberg Open Interest to break down the surprising shift in AI investing. He explains why OpenAI shares are flooding the market, how Anthropic is emerging as a stronger financial bet, and why OpenAI’s massive $122B funding round may not be as real as it sounds. (Source: Bloomberg)
Could not retrieve the full article text.
Read on Bloomberg Technology →Bloomberg Technology
https://www.bloomberg.com/news/videos/2026-04-01/anthropic-vs-openai-an-investor-shift-videoSign in to highlight and annotate this article

Conversation starters
Daily AI Digest
Get the top 5 AI stories delivered to your inbox every morning.
More about
fundingmarketcapital
The $10 Billion Trust Data Market That AI Companies Can't See
<p>AI companies are spending hundreds of millions on content and listings. None of it tells them whether a business is actually good.</p> <h2> The Spending Spree </h2> <p>The numbers are staggering. In the past 18 months, AI companies have signed over <strong>$1 billion in content licensing deals</strong>. OpenAI alone has agreements with News Corp ($250M+), the Associated Press, Hearst, Condé Nast, and at least a dozen other publishers. Meta signed multi-year deals with CNN, Fox News, People, and USA Today.</p> <p>Reddit's data licensing hit <strong>$130 million per year</strong> from Google and OpenAI combined. Yelp's "other revenue" category grew 17% year-over-year, accelerating to 30-33% in Q4. Their 2026 revenue target is $1.475 billion.</p> <p>DataLane raised <strong>$27 million</str
OpenAI Closes Silicon Valley’s Largest-Ever Funding Round - WSJ
<a href="https://news.google.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?oc=5" target="_blank">OpenAI Closes Silicon Valley’s Largest-Ever Funding Round</a> <font color="#6f6f6f">WSJ</font>
OpenAI Closes Silicon Valley’s Largest-Ever Funding Round - wsj.com
<a href="https://news.google.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?oc=5" target="_blank">OpenAI Closes Silicon Valley’s Largest-Ever Funding Round</a> <font color="#6f6f6f">wsj.com</font>
Knowledge Map
Connected Articles — Knowledge Graph
This article is connected to other articles through shared AI topics and tags.
More in Market News
OpenAI vs. Anthropic: The IPO Battle That Could Define the Future of AI Investing - cheddar.com
<a href="https://news.google.com/rss/articles/CBMirwFBVV95cUxOeVJ0cTA1ODFRbDZTWTIyUVlTYjlsTVAtenpPNkZEOTBka0JQNVBWa29VbmZ1OVFCcF8zdDN4US1zd0xidEJNaF9KTFJLSVNHNXI3c1JHa3VWaUpXRllpamJoa3RnWFZ3bTNmNWZkNzB2TlF3cGE0blNwMldwajdVVGUwQ3dkMG1UM3FSM3FBaHVMMkhHcnZIdDM0cVlkZVlnOUpaSGRNRjNCN3p3akl3?oc=5" target="_blank">OpenAI vs. Anthropic: The IPO Battle That Could Define the Future of AI Investing</a> <font color="#6f6f6f">cheddar.com</font>
OpenAI’s Fund Raise Shows ChatGPT Parent Worth $852 Billion Ahead of IPO. Who Bought. - Barron's
<a href="https://news.google.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?oc=5" target="_blank">OpenAI’s Fund Raise Shows ChatGPT Parent Worth $852 Billion Ahead of IPO. Who Bought.</a> <font color="#6f6f6f">Barron's</font>
OpenAI’s Fund Raise Shows ChatGPT Parent Worth $852 Billion Ahead of IPO. Who Bought. - Barron's
<a href="https://news.google.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?oc=5" target="_blank">OpenAI’s Fund Raise Shows ChatGPT Parent Worth $852 Billion Ahead of IPO. Who Bought.</a> <font color="#6f6f6f">Barron's</font>

Documents: Intel plans to invest $15M in SambaNova, a startup chaired by CEO Lip-Bu Tan, increasing Intel's stake to 9%, following a $35M investment in February (Reuters)
Reuters : Documents: Intel plans to invest $15M in SambaNova, a startup chaired by CEO Lip-Bu Tan, increasing Intel's stake to 9%, following a $35M investment in February — Chipmaker Intel (INTC.O) has planned to invest another $15 million in SambaNova, a chip startup chaired by Intel CEO Lip-Bu Tan …

Discussion
Sign in to join the discussion
No comments yet — be the first to share your thoughts!