I will never understand these chronically online CEOs. Your company has given up its massive lead in AI and is falling further behind Google and Anthropic with every passing day and you have nothing better to do than fight ego battles with random people on X all day? Should be a clear signal to the board that there needs to be a shake up at the top.
It's influencer marketing. These 'ego battles' are a show to keep their brand in front of you. It's engaging like reality television. This is very valuable, especially for companies that need to fund their growth through investment and grants.
I think OP could be just as astute as you meant. They probably know that Altman is engaging in marketing, but still tried to make a case that it shouldn't be a good strategy and instead illustrates his character. Not that I disagree, as people could see the unnecessary drama as a sign of immature behavior and a negative net result in the long term, regardless if it generates press today. As many other commenters remarked, they will from now think twice about trusting Altman's ventures in the future in light of this long-winded tweet.
The instant feedback you get from posting on social media is more gratifying/addicting than any other marketing campaign. That's what drives all these CEOs, in my opinion.
I've said before, and I stand by it: Judging by the fact that many CEOs of these BigCos are often the leaders of several other companies, the CEO job probably isn't that hard.
My dad used to have a boss (at the VP level) who he pejoratively nicknamed "VPGPT", because he thought the guy's management was not significantly better or even different than what you'd get from ChatGPT.
> Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions.
But they are paying, aren't they?
Advertisements don't generate money from thin air. Advertisements cause people to spend money they otherwise would not have spent. That's why companies buy ads in the first place.
And if you're showing ads to poor people, you're probably causing them to spend money they don't have.
It's a bit more complicated. On average, someone is paying, but averages can be misleading. As we see with free-to-play games, whales can subsidize a lot of usage by other people who don't pay a thing.
It seems like the same is true of advertising. Yes, people are spending money but it doesn't necessarily follow that they're people who can't afford it.
Whose agency? Ads are designed to reduce agency. It’s a red queen’s race from there. It leads to a high level of optimized manipulation and intrusiveness.
That was one of the core points of anthropic’s article.
sama is right that anthropic’s and openai’s businesses are differently shaped. Thank goodness for that.
I hadn't watched these before, but wow the AI wars are no joke. "Betrayal", "Deception", "Violation", "Treachery"... It's like the Cola Wars, but 10x more personal.
Anthropic’s strategy is weird, they may not be inserting ads today but I am sure this is where they will end up if they get enough volume of users. So saying “not to Claude” is putting them in the same plane as google’s “do no evil”. They will walk it back sooner or later.
Sometimes quality is worth it over quantity of users.
The free to paid user ratio of both services is worth seeing too.
Personally I find both are growing cleanly into their own areas of strengths and that's actually a good thing because it provides more coverage for solutions.
Not a fan of Altman, but I don't think the ad will serve Anthropic well in long run.
They may not run ads for foreseeable future, but there will come a point where they introduce a different tier service that does, whether they want it or not.
You're right. As long as they don't make a long series of these ads and espouse it as a virtue like Google did with their 'don't be evil', no one will care.
Hate to say it, but no one will remember or care when that time comes. It costs them very little to say that if they have no plans in the immediate future to serve ads.
> Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions.
This is a glaring admission ChatGPT is a poor man's Claude in the literal sense.
I am far from a SamA stan, but this line was pretty good a zinger:
"More Texans use ChatGPT for free than total people use Claude in the US, so we have a differently-shaped problem than they do. (If you want to pay for ChatGPT Plus or Pro, we don't show you ads.)"
Why the incumbent BigCo AI CEO -- who has more Texans using their product than apparently Claude's entire US userbase -- needs to or rather is choosing to be using zingers to make a rebuttal about a competitor's ads is much more interesting than the content of the message itself... which is mostly corporate feelgood slop.
Is OpenAI's runway actually as bad as the doomers like Ed Zitron think it is? Is OpenAI's deal with NVIDIA actually on ice? Are they seeing something in the subscription data that is troubling? Maybe it's nothing and SamA just felt like doing some dunking on twitter today. Or maybe the stress levels around running openAI have increased.
I previously thought OpenAI was going to be fine and the doomers were wrong. I still think the race is theirs to lose since they have very strong branding and userbase right now. But this is a very weak signal that gives me more pause about OpenAI's future than any of the doomsayer articles have.
I give a slightly higher weight to my psychoanalysis of the company's CEO's actions because none of the doomer articles have access to material nonpublic information or company internals to truly opine on the financial health of a multibillion dollar enterprise.
> I am far from a SamA stan, but this line was pretty good a zinger:
That zinger seemed similar to how Trump deals with criticism from the media -- he tends to begin with an attack on the ratings / popularity of the speaker.
That line stood out to me too. I don’t care about any of these companies but one of them accusing another of being authoritarian and a “dark path” is quite ironic.
Ads will expand to fill all online spaces. Ads will inevitably come to both, it's just a matter of when they respectively need or decide to capture that profit and when they feel their users are sufficiently dependent so as not to be able to leave.
The first fundraising banner on wikipedia was in 2003. That is unquestionably an advertisement, and not even an ethical one given the misleading nature of their campaigns these days.
Does it? Claude the chatbot is available for free, and it can write code, but Claude Code is a separate product that as far as I know is only available on paid plans. Source: https://claude.com/product/claude-code
He sounds rattled, you don't respond in this manner from the position of power. They didn't need to respond at all, all they did opening their mouth is bring more eyes to Anthropic.
Sam is not having a good week, Nvidia potentially backing out of a 100 billion dollar “commitment”, now looking a fool for getting butt hurt because a company is trying to gain market share via marketing. Looking awfully pathetic
A supremely weak move, perhaps sama didn't learn anything from being on reddit and watching how online discourse doesn't ever favour the defensive ones.
There was absolutely no need to come out publicly with such whiny remarks, it's marketing, as the CEO I'd expect much better than that, he should know that it doesn't help at all. Even more since the ad was funny, coming out with dry remarks about the obvious misrepresentation made as a joke is frankly a bit pathetic.
Losing move but the interesting part is: why? Something hit a nerve, maybe it's a sign of some buildup of stress from overcommitments? I cannot understand...
I think it's all he knows. His "oh, shucks" good-boy routine is what he's been doing for 15 years now, it's gotten him far, it's never been genuine, but it feels especially out of place now with much attention on him and his lies being so obvious.
I will never understand these chronically online CEOs. Your company has given up its massive lead in AI and is falling further behind Google and Anthropic with every passing day and you have nothing better to do than fight ego battles with random people on X all day? Should be a clear signal to the board that there needs to be a shake up at the top.
We live in an era where attention matters more than reality. Chronically online CEOs are aware of this.
Om Malik has been writing about this recently, especially regarding OpenAI / Altman [1], but you can see it everywhere.
1 - https://om.co/2026/02/02/openai-and-the-announcement-economy...
It's influencer marketing. These 'ego battles' are a show to keep their brand in front of you. It's engaging like reality television. This is very valuable, especially for companies that need to fund their growth through investment and grants.
I wish more people were as astute.
The front matter of big politics and big tech is not too different from professional wrestling.
I think OP could be just as astute as you meant. They probably know that Altman is engaging in marketing, but still tried to make a case that it shouldn't be a good strategy and instead illustrates his character. Not that I disagree, as people could see the unnecessary drama as a sign of immature behavior and a negative net result in the long term, regardless if it generates press today. As many other commenters remarked, they will from now think twice about trusting Altman's ventures in the future in light of this long-winded tweet.
This smells a lot of "any publicity is good publicity", which has been false for more than a decade. You know what makes line go up? Results.
It would take a fiasco for such a shake up to happen given how the last attempt went.
They already got a clear signal when they fired him. It's baffling that they did an about face when the red flags were all there.
The instant feedback you get from posting on social media is more gratifying/addicting than any other marketing campaign. That's what drives all these CEOs, in my opinion.
I've said before, and I stand by it: Judging by the fact that many CEOs of these BigCos are often the leaders of several other companies, the CEO job probably isn't that hard.
Altman said himself that he felt useless compared to Codex, so maybe Codex should just run the company. It would certainly be cheaper.
My dad used to have a boss (at the VP level) who he pejoratively nicknamed "VPGPT", because he thought the guy's management was not significantly better or even different than what you'd get from ChatGPT.
He's a narcissist and has to defend his ego
> Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions.
But they are paying, aren't they?
Advertisements don't generate money from thin air. Advertisements cause people to spend money they otherwise would not have spent. That's why companies buy ads in the first place.
And if you're showing ads to poor people, you're probably causing them to spend money they don't have.
It's a bit more complicated. On average, someone is paying, but averages can be misleading. As we see with free-to-play games, whales can subsidize a lot of usage by other people who don't pay a thing.
It seems like the same is true of advertising. Yes, people are spending money but it doesn't necessarily follow that they're people who can't afford it.
“ we believe access creates agency”
Whose agency? Ads are designed to reduce agency. It’s a red queen’s race from there. It leads to a high level of optimized manipulation and intrusiveness.
That was one of the core points of anthropic’s article.
sama is right that anthropic’s and openai’s businesses are differently shaped. Thank goodness for that.
Maybe Altman is talking about creating ad agencies?
your daily Streisand effect:
* https://youtu.be/FBSam25u8O4
* https://youtu.be/De-_wQpKw0s
* https://youtu.be/kQRu7DdTTVA
* https://youtu.be/3sVD3aG_azw
Hope the dude is ok, can't imagine getting so offended by these ads
I hadn't watched these before, but wow the AI wars are no joke. "Betrayal", "Deception", "Violation", "Treachery"... It's like the Cola Wars, but 10x more personal.
This is hilarious. I did not know until now. Black mirror episode for this era is staying with ads :)
Anthropic’s strategy is weird, they may not be inserting ads today but I am sure this is where they will end up if they get enough volume of users. So saying “not to Claude” is putting them in the same plane as google’s “do no evil”. They will walk it back sooner or later.
When they change Claude's name, you know all the old promises are getting broken.
'Not to Claude' is a great slogan for 2026; let's see if it survives 2028
Sometimes quality is worth it over quantity of users.
The free to paid user ratio of both services is worth seeing too.
Personally I find both are growing cleanly into their own areas of strengths and that's actually a good thing because it provides more coverage for solutions.
they won’t walk it back cause no one will remember it
Not a fan of Altman, but I don't think the ad will serve Anthropic well in long run.
They may not run ads for foreseeable future, but there will come a point where they introduce a different tier service that does, whether they want it or not.
Their investors will call the shot.
It doesn’t matter. Companies are hypocritical all the time, a few people make noise at the time, then it’s forgotten.
You're right. As long as they don't make a long series of these ads and espouse it as a virtue like Google did with their 'don't be evil', no one will care.
Hate to say it, but no one will remember or care when that time comes. It costs them very little to say that if they have no plans in the immediate future to serve ads.
> Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions.
This is a glaring admission ChatGPT is a poor man's Claude in the literal sense.
So Spam Altham admits in the first paragraph they are bringing ADS to ChatGPT and then whines about his competition the rest of the article.
I am far from a SamA stan, but this line was pretty good a zinger:
"More Texans use ChatGPT for free than total people use Claude in the US, so we have a differently-shaped problem than they do. (If you want to pay for ChatGPT Plus or Pro, we don't show you ads.)"
Why the incumbent BigCo AI CEO -- who has more Texans using their product than apparently Claude's entire US userbase -- needs to or rather is choosing to be using zingers to make a rebuttal about a competitor's ads is much more interesting than the content of the message itself... which is mostly corporate feelgood slop.
Is OpenAI's runway actually as bad as the doomers like Ed Zitron think it is? Is OpenAI's deal with NVIDIA actually on ice? Are they seeing something in the subscription data that is troubling? Maybe it's nothing and SamA just felt like doing some dunking on twitter today. Or maybe the stress levels around running openAI have increased.
I previously thought OpenAI was going to be fine and the doomers were wrong. I still think the race is theirs to lose since they have very strong branding and userbase right now. But this is a very weak signal that gives me more pause about OpenAI's future than any of the doomsayer articles have.
I give a slightly higher weight to my psychoanalysis of the company's CEO's actions because none of the doomer articles have access to material nonpublic information or company internals to truly opine on the financial health of a multibillion dollar enterprise.
> I am far from a SamA stan, but this line was pretty good a zinger:
That zinger seemed similar to how Trump deals with criticism from the media -- he tends to begin with an attack on the ratings / popularity of the speaker.
This is really, really bad for OpenAI; both these ads (which are very good) and Sam's response.
Completely absent of substance
"One authoritarian company won't get us there on their own, to say nothing of the other obvious risks. It is a dark path."
OpenAI President Greg Brockman was the biggest donor to Trump's super PAC in H2 2025, donating $25M https://www.techmeme.com/260102/p10#a260102p10
That line stood out to me too. I don’t care about any of these companies but one of them accusing another of being authoritarian and a “dark path” is quite ironic.
You could interpret it as saying that it's going to take two authoritarian companies . . .
the lady doth protest too much, methinks.
Ads will expand to fill all online spaces. Ads will inevitably come to both, it's just a matter of when they respectively need or decide to capture that profit and when they feel their users are sufficiently dependent so as not to be able to leave.
No ads on Wikipedia tho, not even after 25 years.
The first fundraising banner on wikipedia was in 2003. That is unquestionably an advertisement, and not even an ethical one given the misleading nature of their campaigns these days.
I’m going to say this is a different ballpark. They are fundraising for themselves.. on their own website..
That’s quite different from shoving ads in your face where it doesn’t belong. Like an ad for Copilot on a YouTube video.
IMO it’s distinct.
never thought I’d see fundraising compared to ads but here we are… :)
Do you not think those intrusive banners and popups implying that Wikipedia is about to imminently go broke unless you give them money, are ads?
Is he claiming that Anthropic doesn't have a free Claude Code? Because it does.
Does it? Claude the chatbot is available for free, and it can write code, but Claude Code is a separate product that as far as I know is only available on paid plans. Source: https://claude.com/product/claude-code
He sounds rattled, you don't respond in this manner from the position of power. They didn't need to respond at all, all they did opening their mouth is bring more eyes to Anthropic.
IDK if it was the right move to complain that a competitor won't license their competing software to your company.
Sam is not having a good week, Nvidia potentially backing out of a 100 billion dollar “commitment”, now looking a fool for getting butt hurt because a company is trying to gain market share via marketing. Looking awfully pathetic
A supremely weak move, perhaps sama didn't learn anything from being on reddit and watching how online discourse doesn't ever favour the defensive ones.
There was absolutely no need to come out publicly with such whiny remarks, it's marketing, as the CEO I'd expect much better than that, he should know that it doesn't help at all. Even more since the ad was funny, coming out with dry remarks about the obvious misrepresentation made as a joke is frankly a bit pathetic.
Losing move but the interesting part is: why? Something hit a nerve, maybe it's a sign of some buildup of stress from overcommitments? I cannot understand...
I think it's all he knows. His "oh, shucks" good-boy routine is what he's been doing for 15 years now, it's gotten him far, it's never been genuine, but it feels especially out of place now with much attention on him and his lies being so obvious.
Hit a nerve huh?
> One authoritarian company won't get us there on their own
Says the guy trying to buy high resolution scans of people's eyeballs for $25 a pop.
Okay dude.
What is this site? A view into X or a new social media site?
The former