Newcomer: Divergent funding paths for OpenAI and Anthropic; Anthropic's IPO still in progress

A Newcomer author, after interviewing investors involved in funding both companies, wrote that Anthropic is pulling away from OpenAI, while OpenAI hopes for a turnaround story. One investor noted that long-term investors like mutual funds have unlimited demand for Anthropic shares, with an IPO expected to close before Thanksgiving; despite the more challenging political environment following Democrats' midterm victory, Anthropic maintains relatively friendly relations with the party.