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
