Institutional Money Flees OpenAI for Anthropic in Historic Market Shift

OpenAI's secondary market value has collapsed as institutional investors pivot to Anthropic, with the latter's valuation soaring toward $600 billion on unprecedented demand. Anthropic's profitable enterprise-focused model offers better risk-reward compared to OpenAI's capital-intensive infrastructure and unclear near-term returns, signaling that AI investors are now prioritizing sustainable business models over pure technical capability.