Anthropic, OpenAI Can Both Win AI Race: T. Rowe Price
TL;DR
T. Rowe Price partner Emma Norchet says Anthropic is entering “act two” of its growth story, moving beyond its early success in coding toward becoming an AI layer through which businesses can execute entire workflows. With multi-billion-dollar positions in both Anthropic and OpenAI, Norchet explains why T. Rowe Price doesn’t see frontier AI as a winner-take-all market.
Nauti's Take
Small teams should test whether Claude can reliably run a complete workflow, starting with one tightly defined process, real data, explicit permissions, and human approvals. This is one investor’s view, so broader adoption should wait for measured evidence on per-workflow cost, error rates, data access, and how easily the setup can be switched between Anthropic and OpenAI.
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