Speculation: Anthropic preps IPO model while OpenAI holds back Astra
The author links the back-to-back Opus, Sonnet and Fable 5.5 releases with OpenAI's delay of GPT-6.1 Astra, guessing both firms are saving something for IPO timing.
Connecting the dots... → Anthropic seems closer to an IPO than OpenAI, and it has been dropping monster models back to back. → Opus 5.5 was a massive jump. → Sonnet 5.5 is insanely strong and almost feels like an Opus-class model. → Fable 5.5 somehow makes both of them look small by comparison. → OpenAI pulled back from launching GPT-6.1 Astra and seems more focused on internal research than I’ve seen in a long time. So here’s the thought: What if Anthropic is getting ready to unveil Model 2, or something distilled from it, around the IPO... → and OpenAI wants to do something similar with “Bel,” but needs to wait for the right moment, which is why it stepped back?