Latest Fundraising Efforts Show OpenAI & Anthropic on Divergent Paths

Investors backing both OpenAI and Anthropic see a clear divergence in how the two companies are viewed, with Anthropic distancing itself from its rival while OpenAI seeks a comeback story. One investor described "infinite demand" for Anthropic's shares among long-term investors like mutual funds and said the company was "bulldozing right through" the bumpy landscape, expressing confidence its planned IPO would happen before Thanksgiving. The investor noted that Anthropic's relative friendliness to Democrats doesn't hurt.