Sources: the US FTC is expanding a sweeping probe of Anthropic, OpenAI, and other frontier AI labs, and plans to issue formal demands to turn over information (New York Post)

At OpenAI's DevDay keynote, the company made a notable announcement regarding its marketplace, mirroring AWS's approach. OpenAI is offering a list of 32 partners for customers to use in place of their OpenAI spend commitments. This move indicates OpenAI's strategy to win on the merits of its models rather than through partnerships.

The company's partnership with Baseten, an open model provider, suggests a deeper philosophical shift in its approach to competition. In contrast, Anthropic prefers to use its own models exclusively, displaying a more rigid stance. The marketplace could become a decisive factor in customer decision-making, potentially leading to OpenAI's dominance in steering the customer's next purchase.

However, the fine print reveals that OpenAI's eligibility decisions and billing processes are cautious, limiting customer access. As vendors gain access to committed budgets, they risk relying on OpenAI's decisions, potentially leading to a marketplace dominated by OpenAI. The competition between OpenAI and Anthropic echoes the cloud war of the past, with the former recognizing the power to control customer decisions, while the latter maintains a more rigid approach.