Why Anthropic is On Track to Beat OpenAI to a Profit

WSJ What’s News

The Wall Street Journal

News, Daily News

4 • 4K Ratings

🗓️ 11 November 2025

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

A.M. Edition for Nov. 11. Anthropic's business-first strategy means the AI start-up is likely to turn a profit years before its consumer-focused rival, OpenAI. WSJ tech reporter Sam Schechner explains what this says about the path to success in the AI race. Plus, Congress has voted to end the longest government shutdown in history, with Democrats descending into infighting. And WSJ editor Bertrand Benoit details how Europe is facing a frightening new reality of hybrid attacks, putting the continent somewhere between war and peace. Caitlin McCabe 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	The bill to reopen the government now heads to the House, as some Democrats turn on Chuck Schumer.
0:10.0	Plus, we take a look at how AI startup anthropic is poised to turn a profit more quickly than open AI.
0:17.4	And we explore Europe's unsettling new reality.
0:23.8	It's caught somewhere between war and peace.
0:39.0	We see a wave of sabotage acts and surveillance activity in spying that seems to be targeting NATO members in Europe that are hard to explain other than as attempts to intimidate and divide and weaken. It's Tuesday, November 11th. I'm Caitlin McKay for the Wall Street Journal and here is
0:44.1	the AM edition of What's News. The top headlines and business stories moving your world today.
1:05.5	A spending package to reopen the government has officially passed the Senate, paving the way for the longest shutdown in history to possibly end within the next few days.
1:11.7	The passage last night follows a dramatic procedural vote Sunday that saw eight members of the Democratic Caucus break with their party and vote alongside Republicans. This has been a very long road,
1:18.9	quite literally the longest shutdown in history. I am very, very happy to be able to say that we
1:25.3	are coming to the end. Republican Senator Majority Leader John Thune speaking there following the legislation's passage
1:32.3	yesterday.
1:33.6	Attention now turns to the GOP-controlled House, which could vote on the measure as soon as
1:38.3	Wednesday.
1:39.5	Here's Republican House Speaker, Mike Johnson.
1:42.2	At the very moment that they do that final vote, I will call all House members to return
1:47.5	to Washington as quickly as possible. We'll give a 36-hour formal and official notice
1:53.4	so that we can vote as soon as possible to pass the amended CR bill and get it to the
1:58.8	president's desk. Within the Democratic Party,
2:01.4	focus is now turning to Chuck Schumer, with angry progressive voters and party activists
2:06.7	blaming the Senate minority leader for failing to keep his party in line. For weeks, Democrats
2:12.3	had been united in demanding that Congress extend enhanced Affordable Care Act subsidies in exchange for their votes.
2:19.6	Journal Washington reporter Richard Rubin says now the party has little more than a guarantee
	...

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