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Andrej chose a side, switching from the faith-based camp to the pragmatic camp.
Two messages nearly simultaneously spread across Silicon Valley.
One: Anthropic is expected to achieve $10.9 billion in sales this quarter, marking its first quarterly profit.
The other: OpenAI is accelerating its IPO process, planning to secretly file its prospectus within the next few weeks, aiming to go public in the fall, with a valuation potentially surpassing one trillion dollars.
Once the news broke, SoftBank Group's stock price surged nearly 20% intraday, with a market value increase of about 240 billion yuan RMB in a single day.
On one side, they just reached the profit threshold; on the other, they are desperately rushing to go public while still in the red. Looking back at the personnel change from two days ago, the logic becomes clear—
On May 19, former OpenAI co-founder Andrej Karpathy announced on X that he was joining Anthropic full-time.
This is not an ordinary job switch.
Today’s OpenAI has already become a capital