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

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 » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to level up your AI skills? Sign up for Smarter by CNBC Make It's new online course, How To Use AI To Communicate Better At Work. Get specific prompts to optimize emails, memos and presentations for tone, context and audience. Sign up today: https://cnb.cx/47ELu8O Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Anthropic Vs. OpenAI: How Safety Became The Advantage In AI