If a company's name is not Anthropic, OpenAI, or Google, it needs to find a safe space to build in the AI landscape.

Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.

The companies investing in AI infrastructure today, such as Microsoft, Amazon, Google, Facebook, Nvidia, OpenAI, and Anthropic, are large, blue-chip companies with significant cash and debt capacity, unlike the new ventures of the dot-com era.

Most of the money in enterprise AI is now going to Anthropic, and it's becoming the go-to choice for companies buying AI for the first time.

Dan Niles believes OpenAI is in a much trickier spot than Google because it is caught between Google on the consumer end and Anthropic in the enterprise space.