Prof G Markets · Friday, July 10, 2026
Sebastian Mallaby believes OpenAI is being outmaneuvered by competitors like Google's Gemini and Anthropic. Gemini benefits from Google's established advertising business for monetization, while Anthropic is seen as stronger in enterprise applications like coding assistance and cybersecurity.
“And in the meantime, OpenAI is squeezed between Anthropic, which is much better at the frontier enterprise application, like, you know, coding assistance and cybersecurity stuff, and AI, and then on the other hand, it's squeezed by Gemini from Google DeepMind, which has now reached more retail consumers and is way better at monetizing from that because Google has plugged AI into its search, advertising business.”
“So, I just think that, you know, OpenAI is technically a good lab, but it's very hard to monetize when you have a product where there's a lot of competition and it's kind of a commodity.”