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Anthropic loses an account to a retention-policy gap; OpenAI faces a trade-secret suit from its own distribution partner. Model quality isn't closing enterprise deals — paperwork is.

Meta's open-source posture was leverage. The leverage is gone. Every lab with enough compute finds the same billing rail.

One group is still chasing benchmark position. The other is compounding a private moat. They don't end in the same place.

Anthropic buys runway on the agent loop; OpenAI buys breadth across three SKUs. Same window, opposite bets — and it closes faster than either pricing page suggests.

Karp says rent the model, lose the alpha. Cognition's customers are closing loops on real work. Different bets, different compounding.