Open AI blasting Anthropic and this new memo to shareholders trying to downplay its rival's relevance,

as Anthropic now gains some momentum. Are Kate Rooney's watching that in today's tech check?

Morning, Kate. Good morning, Carl. So we did get a hold of that memo that Open AI sent out to investors

this week. In it, the AI giant really tries to differentiate from rival Anthropic, accusing that company

of essentially a lack of compute. So that's basically when we talk about compute, it's hardware,

data centers, energy to train and then run some of those AI models. Open AI, they say in this

memo, they plan to have 30 gigawatts by 2030. Anthropic, meanwhile, they say roughly 7 to 8 gigawatts by the end of next year.

They say in this, even at the high end of that range, they say our ramp is materially ahead and widening.

They say that scale now is a real differentiator.

This, guys, has been a key strategic disagreement between two of the leading

AI lab. So Open AI on one hand has spent significantly more on compute. They're going to face

questions about that and profitability overall. As I'm told right now, they are preparing to go

public as soon as this year. $600 billion on compute is what they're forecasting over the next

five years. Anthropic, on the other on compute is what they're forecasting over the next five years.

Anthropic, on the other hand, is taking a much more conservative tax.

So CEO Dario Amadeh has criticized what he called the YOLO approach on data center buildout.

In the past, he's tried to frame it as more responsible capital allocation.

Open high, though, in this letter pointing to Ben Thompson

over a strategy, he points out that compute is now a product constraint. That is his argument on

Anthropic. He says it could put a ceiling on Anthropics growth and product growth argues

that in hindsight, Anthropics caution now looks less like discipline, more like underestimating how fast demand would

actually arrive. So this week, Anthropic, we've talked a lot about release this new cybersecurity

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