How Anthropic Pulled Ahead of OpenAI to Lead the AI Boom

WSJ What’s News

The Wall Street Journal

News, Daily News

4.1 • 4.2K Ratings

🗓️ 13 May 2026

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

P.M. Edition for May 13. OpenAI has for years been the major AI company, with ChatGPT dominating with users and in the discourse. But as WSJ reporter Kate Clark tells us, new data indicates that Anthropic has taken its crown—though keeping it is far from a sure thing. Plus, the Senate has voted to confirm Kevin Warsh as the new chair of the Federal Reserve by the tightest margin since 1977, when a vote was first required. And new data from the CDC shows that the number of drug overdose deaths in the U.S. fell for the third year in a row, a sign that the country might be emerging from the opioid epidemic. Journal reporter Jen Calfas discusses what’s driving the decline. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Access to affordable credit helps me pay my employees, but I don't really need it.
0:05.0	Infliction is killing me!
0:08.0	But who cares? Big retailers are making record profits!
0:12.0	That's why we support the Durban Marshall Credit Card Bill!
0:15.0	See? Banks and credit unions help small businesses make payroll.
0:18.0	This bill would cut the vital resources they need.
0:25.1	While increasing megastore profits, they deserve it. Don't they?
0:29.1	Tell Congress, stop the Durban Marshall money grab for corporate megastores.
0:31.3	Paid for by the Electronic Payments Coalition.
0:39.1	The Senate approves Kevin Warsh as Fed Chair by the narrowest margin ever.
0:45.9	Plus, drug overdose deaths in the U.S. fell for the third year in a row as the country emerges from the opioid crisis.
0:51.3	And Anthropic pulls ahead in the AI race, beating out Open AI for the first time.
0:53.1	But can it stay in the lead? They grew 80 times more in the first
0:56.9	quarter than they anticipated, which has created a lot of bottlenecks for them. So what they need to do
1:02.0	is continue to sign new computing contracts with Google, with Amazon, with whoever. It's Wednesday, May 13th.
1:07.8	I'm Alex Osala for the Wall Street Journal. This is the PM edition of What's News,
1:12.8	the top headlines and business stories that move the world today.
1:20.0	The Senate has confirmed Kevin Warsh as the Federal Reserve's next chair. Senators voted 54 to 45,
1:26.8	largely along party lines. The one exception was Democrat
1:30.2	John Federman of Pennsylvania, who joined Republicans in voting for Warsh. It was the closest
1:35.2	margin for any Fed chair since Senate approval became a requirement for the job in 1977.
1:41.4	Democrats have questioned how Warsh plans to maintain the Fed's independence.
	...

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