Patel: Market sentiment on OpenAI is peak negative due to Anthropic
Dylan Patel · FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI · Feb 3, 2026 · at 22:01
SemiAnalysis CEO Dylan Patel discusses market sentiment and competition between frontier AI labs OpenAI and Anthropic.
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“People are peak negative on OpenAI right now because of how good Anthropix has been killing it.”
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