Is OpenAI Losing the Race to Google? Why Compute Is About to Go Vertical w/ @FloodCapital @Potrock_ OpenAI wants ads. Anthropic wants enterprise. Google wants everything. Three strategies, three outcomes… but only one path leads to durable value. We explain which one, and why. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:15 – AI Video Is About to Explode 11:54 – AI Agents Building Apps Instantly 20:06 – OpenAI’s “Code Red” After Gemini 3 30:00 – OpenAI vs Anthropic: Who’s Winning? 37:49 – The AI Robotics Investment Boom 38:38 – Can AI Generalize? The Robotics Debate
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