Gavin Baker: Anthropic losing share to OpenAI, Grok, and open source amid rapid growth

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Anthropic faces competition despite growth

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Andrey Mastykin

18.08.2026

Gavin Baker: Anthropic losing share to OpenAI, Grok, and open source amid rapid growth — Anthropic faces competition despite growth

Gavin Baker, CIO at Atreides Management, shared his assessment that Anthropic is losing market share to OpenAI, open source projects, and Grok, despite continuing to see rapid growth.

He added that if the reported $65 billion figure is accurate, it may have been leaked to support Anthropic ahead of its planned IPO roadshow.

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Baker has previously highlighted Blackstone's expanded commitment to AI funding ahead of an Austin summit, citing the firm's increased sector financing focus in recent commentary. He has also suggested that long-term memory agreements may remain stable and noted the potential for Nvidia to boost its cloud revenue, according to another analysis. These insights reflect his continued attention to developments in AI and related technology sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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