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Hook

Their other posts in the index, biggest breakout first.
Claude is all the hype right now, but we are about six months away from a major shift back to OpenAI. As Claude usage has taken off and Anthropic has become very expensive. And at the same time, OpenAI is coming out with amazing models like GPT 5.5 that are 40% cheaper. Though even though Google and OpenAI have taken a back seat to the Claude hype over the past few months, they have a lot more compute. Quick, they say new, ultimate space. I think we're about six months away from a major vibe shift back to OpenAI and Google.