Popular AI apps get caught in the crosshairs of Anthropic and OpenAI

War lines are being drawn between big AI labs and famous relying on them.

This week, both Anthropic and Openi took shots at two well -known AI apps: Wind Surf, which is one of the most famous Wabc coding tools, and a Bozi AI app to take a meeting note.

“With less than five days of notice, Anthropic decided to disconnect almost all of our first -party all capabilities into all cloud 3.x models,” CEO of Wind Surf Varun Mohan This week, wrote on X, note that “we wanted to pay them for full potential.” An additional statement on the Wind Surf website states: “We are concerned that anthropic behavior will not only harm the wind, but also to harm many in the industry.”

Here, Mohan’s company is a suicide attack with Openi in an anthropic enmity, which is allegedly negotiating to get the wind surf for about $ 3 billion. The deal has not been confirmed, but even the ignorance of its events was enough to cut down one of the most famous apps it has adopted. A spokesperson said Of the taxchinch Maxwell Zef Co -founder, was “preferring the ability of a sustainable partnership” JARD Kapilin Keep it in two more.

“We’re really just trying to enable our customers who are working with us in the future,” Kapilin told Zeif. “I think it would be strange for us to sell a cloud to Openi.”

Meanwhile, the Open sent its warning shot to the emerging AI app this week to the Environmental System. It announced “Record Mode” for Chat GPT – initially only for enterprise accounts – which copies calls and produces a meeting note. This is the main use of Greenola, which is one of my favorite AI tools, which recently collected 43 million millions in the extra fund and released a mobile app.

Given how quickly Granola has been ready to work more than summarizing meetings, I suspect the company is not in danger of disappearing. Nevertheless, it will be difficult to increase when hundreds of millions of chat GPT users have access to its basic functionality.

It is unclear how the tension between the product ambitions of the Open AI and the Entropic and the needs of their API users will be eliminated. When I interviewed Anthropic’s Chief Product Officer, Mic crauggerBack in March, the company has just announced the Wind Surf and Cursor’s rivalry of its own cloud coding, which accidentally collected 900 million this week. I asked Craiger a clear question: How does Anthropic think about competing with its API users? He really didn’t have an answer.

Craiger told me at the time, “I think this is a really fragile question for all the labs and I am really trying to approach Thought thinking.” “Hopefully, we will all be able to visit the adjacent occasionally.”

AI Investor Zak cocov This week, tell her well: “At one time the model providers need to decide whether they want to be a stable platform or to compete for every vertical.”

Finally, this week worked as a weekend call for many startups business on the back of AI models. If you are quite successful, you are at risk of copying your model provider. Many companies are still thinking through this danger, especially when the Openi creates a new team to help its API users “translate abstract ideas into production applications”.

“You have to wonder if the recent steps through the big AI labs that directly compete with the app layer will be a giant tail wind for those such as Google, Amazon, MSFT, etc. Michael MagnoA member of the Granola Board, wrote this week. “If the developer can’t trust the labs, it is probably better to trust the big boys as they did for a cloud?”

A different step of AI and job reduction

This week, I heard that two CEOs contradict the growing fear that AI will eliminate jobs, at least when the role of engineering is talked about.

Was the first FertilizerFrom whom I saw at Bloomberg Tech Conference in San Francisco. He napped Dario Amodi’s The fear of domesticism about the loss of jobs, accurately identifying that “we have made such predictions about technology and automation for the past 20 years, and thus did not fight it.” He went on to such an extent, “I expect we will develop from our current engineering base to next year,” because AI “allows us to work more.”

The next day, I walked towards the Maskon Center on the road to see the CEO of Asnoplack Sridhar RamsamiWho had just talked to AI Pinner with just 4,000 developers room Andrew ng. I asked Ramswamy whether the AI ​​had changed its hiring plans, and said that he agrees with the ranking of hiring the required services for engineers, in which the NG just described the stage, in which the AI ​​tools are experienced engineers, followed by AI in the first career. He noted that the new graduates who refrain from the AI ​​tools are below the desired rankings and they can struggle to find jobs.

Ramswamy argued that if anything, it is the middle of the manpower-those who are in the middle of their career and hesitate to adopt AI tools-it is the most dangerous to be nearly displaced. “Companies collect the middle administration, so there is too much pressure to get more and more people Are doing. How do we get them to benefit them as much as possible? The esophagus has historically been a bit heavy by engineering, so we are maintaining a balance.

“Oh, man, girls are fighting, aren’t they?” – Representative Alexandria Okasio Cortez Commenting on what was the best day on Twitter over the years.

“There may be a world where you have an AI in the sky. You may have a group of domain -related agents that need a group of specific work specific work. I think this evidence is really moving towards this risk of different models.” – Openai’s Greg Brookman Speaking at the AI ​​Engineer’s World Festival.

“Give it a year. If we can maintain this growth rate, we will ask a billion questions a week.” – Anxious CEO Arand Srinivas Stage at the Bloomberg Tech Conference.

“We accidentally cash flows in Q1 were positive, which was cool.” – Subsic CEO Chris Best Addressing the summit of the Information Creator Economy.

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As always, I welcome your comments, especially if you will also attend the WWDC next week, or if you have a story to share. You can answer here or safely give me the signal.