StockDuty ← Dashboard Jul 26, 2026 08:08 AM ET
CatalystTech/AI

It's Anthropic (& maybe google?) vs everyone else?

Jensen managed to pull everyone together, especially the NVDA users to go against Claude agents taking over the whole universe.

Jensen managed to pull everyone together, especially the NVDA users to go against Claude agents taking over the whole universe. Yes, i know Opus 5 is out, but we will also get new GLM & Kimi models in Aug & let's see how open vs close conversation change at that time. I do believe distillation will become a lot easier for all global open src players now that a couple of Chinese ones are closer to frontier. — via @tphuang
Competitive showdown with NVDA community united against Claude agents and new model releases.
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