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PodcastWSJ Tech News BriefingOctober 9, 2026

Anthropic Took the Lead in the AI Race. OpenAI Is Catching Up.

OpenAI regained enterprise ground on cheaper models and an Anthropic data-policy misstep, just as both race toward IPOs amid price wars.

  • OpenAI narrows the gap: GPT-5.6, launched over summer, was marketed as cheaper (not most intelligent) and landed as enterprises complained about high AI bills.
  • Anthropic's own misstep: Claude's data policy change (storing customer data up to 30 days) with its new frontier model alienated healthcare and financial-services clients.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.