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The AI Daily Brief: Artificial Intelligence News and Analysis

15 Business Model Questions for OpenAI and Anthropic

The AI Daily Brief: Artificial Intelligence News and Analysis

Nathaniel Whittemore

Technology

4.7763 Ratings

🗓️ 17 October 2025

⏱️ 30 minutes

🧾️ Download transcript

Summary

This episode explores the massive revenue growth of OpenAI and Anthropic and what it means for their business models. With Anthropic hitting a $7 billion revenue run rate and OpenAI reaching $13 billion , the discussion weighs their strategic futures, including the push into enterprise versus consumer markets and the potential for new revenue streams like advertising. In the headlines, NLW covers Claude's important new 'Skills' feature, Microsoft's AI PC push, and Spotify's new deal with music labels.

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Transcript

Click on a timestamp to play from that location

0:00.0

This podcast is supported by Google.

0:03.0

Hey folks, Steven Johnson here,

0:04.7

co-founder of Notebook L.M.

0:06.7

As an author, I've always been obsessed

0:08.5

with how software could help organize ideas

0:10.9

and make connections.

0:12.3

So we built Notebook LM as an AI first tool

0:15.7

for anyone trying to make sense of complex information.

0:19.0

Upload your documents and Notebook LM instantly becomes your personal expert, uncovering insights

0:24.8

and helping you brainstorm.

0:26.7

Try it at notebooklm.gooklm.com.

0:30.3

Today on the AI Daily Brief, some monster revenue numbers bring up a slew of questions on the

0:35.8

business model for OpenA AI and Anthropic.

0:38.3

Before that in the headlines, why Claude's new skills feature is potentially a really big deal.

0:43.3

The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI.

0:52.0

All right, friends, quick announcements before we dive in.

0:54.7

Firstly, thank you to today's sponsors, Gemini, Notion, Blitzy, super intelligent, and robots and pencils.

1:01.1

To get an ad-free version of the show, go to patreon.com slash AI Daily Brief, or you can subscribe on Apple Podcasts.

1:06.5

And to find out about sponsorship opportunities, or pretty much anything else, speaking, job opportunities, etc., visit the show at AIDailyBreef.aI. Welcome back to another AI Daily Brief Headlines edition, all the daily AI news you need in around five minutes, and we have a jam-packed edition today. We're kicking off today with a story that I think I will probably try to do a more operator's cut style episode as people dig in and figure out how to use these tools in the coming weeks,

1:31.5

but for now is rolled out a new feature called skills, which provides agents with instructions,

1:36.8

scripts, and resources to help them with specific tasks. Users can fill a folder with these

1:41.8

skills that might cover things like brand guidelines

...

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