Daniela and Dario Amodei left OpenAI five years ago to form Anthropic, a company focused on AI safety and enterprise. Since then, the Claude creator’s revenue has grown 10x annually for three straight years, with 85% coming from business customers — the inverse of OpenAI’s consumer-heavy model. Daniela Amodei, the company’s president and co-founder, has emerged as the operational counterweight to her brother Dario’s technical vision. CNBC’s MacKenzie Sigalos interviews Daniela and other experts, and breaks down how Anthropic quietly rose to the top of the AI race.

Chapters:
00:00 Introduction
2:03 The beginning
4:52 The enterprise bet
9:39 Compute is destiny
13:20 An identity defined by OpenAI
16:18 What could go wrong

Reporting by: MacKenzie Sigalos
Edited by: Erin Black
Animation: Emily Park, Jason Reginato
Senior Director of Video: Jeniece Pettitt
Camera: Newton Ward, Michael Crowe, Peter Cassam, Duane Poquis, Cary Patton
Additional Production: Andrew Evers, Laura Batchelor

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Anthropic Vs. OpenAI: How Safety Became The Advantage In AI

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