O'Driscoll: OpenAI has compute but flawed models; Anthropic lacks compute
Rory O’Driscoll · Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings · Apr 30, 2026 · at 19:49
Rory O'Driscoll, General Partner at Scale, evaluates the contrasting strategic bottlenecks facing leading AI foundational model developers OpenAI and Anthropic.
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“OpenAI got one job right, they have enough compute, and they got the model wrong, so that's why they're in trouble. And Entropic did it the exact opposite way, right? They got the model perfect. In fact, they may have over-succeeded, and as a result of that, they'll light on compute, right?”
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