Anthropic Is Winning on Platform, and Karpathy Just Joined Them

Ravi Mehta has the sharpest framing I've seen for the OpenAI vs. Anthropic dynamic: Anthropic is winning at the platform layer while OpenAI competes at the model layer, and that distinction predicts enterprise spend better than benchmark scores. Pair that with Andrej Karpathy joining Anthropic, Teresa Torres running a real agent workflow every morning, and Cursor shipping Automations improvements, and the through-line today is clear: the people and companies taking AI seriously are building infrastructure, not just using features.