Two Kings, One Board | Anthropic vs OpenAI
We sat down in March 2026 to break down the two most important companies in AI. This episode is a full deep dive into Anthropic and OpenAI, comparing everything from corporate structure and revenue models to business strategy, research philosophy, and the politics shaping both companies. We cover the founding stories, the safety vs scale debate, enterprise adoption, fundraising dynamics, the Pentagon ban, and where both companies are headed next. Whether you're a builder, investor, or just following the AI race closely, this is the episode.
ur Newsletter : https://secondnewsletter.substack.com/
Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/
Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/
0:00 Introduction
49:03 Iran
3:16 Anthropic vs OpenAI summary
4:29 Revenue Chart
7:12 Story Behind OpenAI and Deepmind
12:27 Political Motivation Behind Anthropic, Effective Alterism
13:00 Why did Amodei leave OpenAI?
13:22 Anthropic Co-founders
14:25 When did the war begin?
16:00 Anthropic fundraising story
17:00 Open Philanthropy in the story?
18:22 Consumer vs Enterprise?
20:32 google did favor?
23:08 Why is Anthropic in love with regulations?
23:53 Anthropic is the master of regulatory capture
24:20 Bill Gurley about the Anthropic
25:22 Anthropic Legal team is from the Government?
25:58 How Anthropic when the government contracts?
31:18 Claude Code vs Codex?
31:56 Focus
37:50 Skill
39:44 Financial Analysis
43:39 OpenClaw
44:25 OpenClaw Stat
47:33 Codex App
51:43 Amodei Risk Strategy
59:29 Add for OpenAI
1:0:13 Department of War
1:04:00 Contract with Department of War
1:08:58 OpenAI risks
1:15:18 OpenAI and Private Equity
1:17:38 Iranian Anthropic Board Member
References :
https://openai.com/index/introducing-openai/ [https://openai.com/index/introducing-openai/]
https://www.acquired.fm/episodes/google-the-ai-company [https://www.acquired.fm/episodes/google-the-ai-company]
https://issuu.com/pomfretschool/docs/spring_2023_magazine/s/21821582#:~:text=In%20July%202015%2C%20a%20handful,start%2Dup%20incubator%20Y%20Combinator. [https://issuu.com/pomfretschool/docs/spring_2023_magazine/s/21821582#:~:text=In%20July%202015%2C%20a%20handful,start-up%20incubator%20Y%20Combinator.]
https://www.acquired.fm/episodes/google-the-ai-company [https://www.acquired.fm/episodes/google-the-ai-company]
https://mindmatters.ai/2024/09/silicon-valleys-trendy-ethic-effective-altruism/ [https://mindmatters.ai/2024/09/silicon-valleys-trendy-ethic-effective-altruism/]
https://fortune.com/2025/12/02/daniela-amodei-anthropic-cofounder-claude-openai/ [https://fortune.com/2025/12/02/daniela-amodei-anthropic-cofounder-claude-openai/]
https://www.anthropic.com/news/anthropic-raises-series-b-to-build-safe-reliable-ai [https://www.anthropic.com/news/anthropic-raises-series-b-to-build-safe-reliable-ai]
https://www.youtube.com/watch?v=O_AfZ6J0ToE [https://www.youtube.com/watch?v=O_AfZ6J0ToE]
https://www.youtube.com/watch?v=W3YpC4Dvzso [https://www.youtube.com/watch?v=W3YpC4Dvzso]
https://www.linkedin.com/in/elizabeth-kelly-dc/ [https://www.linkedin.com/in/elizabeth-kelly-dc/]
https://www.linkedin.com/in/holden-karnofsky-75970b7/ [https://www.linkedin.com/in/holden-karnofsky-75970b7/]
https://www.marketingaiinstitute.com/blog/dario-amodei-ai-entry-level-jobs [https://www.marketingaiinstitute.com/blog/dario-amodei-ai-entry-level-jobs]
https://www.anthropic.com/news/model-context-protocol [https://www.anthropic.com/news/model-context-protocol]
https://www.linkedin.com/in/farzam-hejazi-5b608081/ [https://www.linkedin.com/in/farzam-hejazi-5b608081/]
https://www.cnbc.com/2025/10/06/anthropic-deloitte-enterprise-ai.html [https://www.cnbc.com/2025/10/06/anthropic-deloitte-enterprise-ai.html]
https://myclaw.ai/?utm_source=ggzhuan&gad_source=1&gad_campaignid=23639453985&gbraid=0AAAABCxkYQOeGOrIKZhTFpHNFSyzzRfOj&gclid=CjwKCAjwspPOBhB9EiwATFbi5FOiQupWtKzL_0mzKzlnKUaEaKbKYrJ748p8hDKoqXCu_PE08pp5BRoCWsIQAvD_BwE [https://myclaw.ai/?utm_source=ggzhuan&gad_source=1&gad_campaignid=23639453985&gbraid=0AAAABCxkYQOeGOrIKZhTFpHNFSyzzRfOj&gclid=CjwKCAjwspPOBhB9EiwATFbi5FOiQupWtKzL_0mzKzlnKUaEaKbKYrJ748p8hDKoqXCu_PE08pp5BRoCWsIQAvD_BwE]
https://www.youtube.com/watch?v=n1E9IZfvGMA [https://www.youtube.com/watch?v=n1E9IZfvGMA]
https://www.youtube.com/watch?v=gzwRflcLPAAZZ [https://www.youtube.com/watch?v=gzwRflcLPAAZZ]
https://www.vccircle.com/openaijoins-anthropic-in-courting-private-equity-firms-for-enterprise-ai-venture [https://www.vccircle.com/openaijoins-anthropic-in-courting-private-equity-firms-for-enterprise-ai-venture]
https://www.youtube.com/watch?v=9kLQXX76rEI&list=PLey29VA1L5hkYHI-J6R2emxTtiSLnsVmn [https://www.youtube.com/watch?v=9kLQXX76rEI&list=PLey29VA1L5hkYHI-J6R2emxTtiSLnsVmn]
https://www.linkedin.com/in/yasminrazavi/ [https://www.linkedin.com/in/yasminrazavi/]
Linkedin: https://www.linkedin.com/company/secondpodcast/?viewAsMember=true
X : https://x.com/thesecondpod
Instagram : https://www.instagram.com/thesecondpod/
#ArdalanJavadi
#هوش_مصنوعی #عامل_محور #ایجنت #سندباکس_ایجنت #کارآفرینی #استارتاپ #جذب_سرمایه #سرمایه_جسورانه #سیلیکون_ولی #SecondPod #Ardalan Javadi