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- Files: entities/ai-alignment/anthropic.md, entities/ai-alignment/openai.md

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Teleo Agents 2026-03-19 13:56:00 +00:00
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entities/ai-alignment/anthropic.md
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@ -49,6 +49,10 @@ Frontier AI safety laboratory founded by former OpenAI VP of Research Dario Amod
- **2026-03-18** — Department of War threatened to blacklist Anthropic unless it removed safeguards against mass surveillance and autonomous weapons; Anthropic refused publicly and Pentagon retaliated (reported by HKS Carr-Ryan Center)
- **2026-03** — Department of War threatened to blacklist Anthropic unless it removed safeguards against mass surveillance and autonomous weapons; Anthropic refused publicly and Pentagon retaliated (HKS Carr-Ryan Center report)
- **2026-02** — Abandoned binding RSP (Responsible Scaling Policy)
- **2026-03** — Reached $380B valuation, ~$19B annualized revenue (10x YoY sustained 3 years)
- **2026-03** — Claude Code achieved 54% enterprise coding market share, $2.5B+ run-rate
- **2026-03** — Surpassed OpenAI at 40% enterprise LLM spend
## Competitive Position
Strongest position in enterprise AI and coding. Revenue growth (10x YoY) outpaces all competitors. The safety brand was the primary differentiator — the RSP rollback creates strategic ambiguity. CEO publicly uncomfortable with power concentration while racing to concentrate it.

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entities/ai-alignment/openai.md
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@ -45,6 +45,12 @@ The largest and most-valued AI laboratory. OpenAI pioneered the transformer-base
- **2026-02** — Raised $110B at $840B valuation, restructured to PBC
- **2026** — IPO preparation underway
- **2025-2026** — John Schulman departed for Thinking Machines Lab
- **2026-03** — Reached $840B valuation, ~$25B annualized revenue
- **2026-03** — 68% consumer market share, 27% enterprise LLM spend
- **2026-03** — Released GPT-5/5.2/5.3
- **2026-03** — Restructured to Public Benefit Corporation
- **2026-03** — IPO expected H2 2026-2027
## Competitive Position
Highest valuation and strongest consumer brand, but losing enterprise share to Anthropic. The Microsoft partnership (exclusive API hosting) provides distribution but also dependency. Key vulnerability: the enterprise coding market — where Anthropic's Claude Code dominates — may prove more valuable than consumer chat.