🤖 From Words to Worlds?

🌍From Words to Worlds?

💨Anthropic’s on Track To Outpace OpenAI by 2028

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Today’s LLMs are designed to predict the probability of a sequence of words. For example, when given: “The dog fetched the {BLANK}!” LLMs ask themselves: given the words so far, what’s the most likely next word?

In this case, it might predict: “{TENNIS BALL}!” LLMs are great at understanding and generating words. They can tell you what happens, but not why or how it happens.

If we toss a tennis ball into the air, we know gravity will pull it back down. This kind of physical intuition is something we develop by observing how gravity, friction, and collision influence the physical objects around us.

We rely on this physical intuition every day to predict how the world might react to our movements. For example, knowing how much force to use when opening a door. It’s not some magical ability; it’s our brain constantly building an internal model of how the world works based on our experiences.

So, what if LLMs could also autonomously experience the forces and flows of the universe? Spatial Intelligence aims to help AI perceive, comprehend, and interact with the physical world just as humans do.

Anthropic expects to earn $70 billion per year by 2028, with $17 billion in Free Cash Flow (FCF): the money left over after covering all operational expenses like salaries and supplies.

OpenAI expects to earn as much as $100 billion per year by 2027, but anticipates burning through hundreds of billions of dollars over the next five years and won’t achieve any FCF until 2030.

Anthropic estimates spending $27 billion on computing power in 2028, compared to OpenAI’s projected $111 billion. This gap largely stems from Anthropic’s diversified approach of efficiently leveraging three specialized computer chips: Google Cloud’s TPUs, AWS’s Trainium, and NVIDIA’s GPUs.

The world’s two most valuable AI startups are taking vastly different approaches to growing their businesses. Anthropic’s focused on steady, sustainable growth with early profitability. OpenAI’s focused on fast, aggressive growth with delayed profitability.

Anthropic concentrates on enterprises, serving over 300,000 business customers, with those paying $100,000 annually growing nearly sevenfold this past year. OpenAI targets consumers, with ChatGPT surpassing 800 million weekly active users.

Uare.ai raised a $10.3M Seed Round to preserve your memory.

Gamma closed a $68M Series B for AI-generated presentations.

Wonderful landed a $100M Series A to handle customer complaints.

Mistral AI (Paris, FR): Corporate Finance Intern, Spring 2026

NVIDIA (Santa Clara, CA): CPU Design Engineer, Entry-Level

Hippocratic AI (Palo Alto, CA): Agentic AI Architect, Mid-Level

Anthropic (San Francisco, CA): Enterprise Web Designer, Senior-Level