OpenAI 2차 시장 수요 급감, Anthropic에 투자자 몰림

OpenAI's $852B valuation cannot prevent an investor exodus to Anthropic in the secondary market, revealing a fundamental shift in how capital evaluates AI startups. User defection from Claude Code due to feature restrictions and quality issues demonstrates that technology leadership alone cannot sustain market dominance without reliable execution and sustainable monetization. This migration signals growing investor skepticism about OpenAI's path to profitability amid massive cash burn and intensifying competition from better-executed alternatives.