Anthropic, OpenAI and the AI horse race

Does vision matter? And how far into the future should your vision be these days? And how do we deal with copycats in the age of AI? And who is our money pin in the Anthropic vs OpenAI vs Google horse race, especially with mythos in the news.

Timestamps:
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Links mentioned in this episode:

• Quick Sight – AWS https://aws.amazon.com/quick/quicksight/
• Stripe Sigma https://stripe.com/en-mx/sigma 
• Paddle https://www.paddle.com/profitwell-metrics
• Claude Mythos https://red.anthropic.com/2026/mythos-preview/ 
• Owner.com https://www.owner.com/ 
• Base44 https://base44.com/