What Happens to Google, OpenAI, Meta and Grok? Google, meanwhile, is staging one of its loudest comebacks in years. Gemini 3 is the most ambitious system the company has released in a long time, and Salesforce CEO Marc Benioff's sudden embrace of it turned the rivalry into a prime-time moment. After just two hours of using Gemini 3, he declared he is "not going back" to ChatGPT, praising its pace and reasoning capabilities. Whispers suggest Gemini 3.5 could kickstart the whole race again. The moves are designed to create pressure, and they are effective. Then there's OpenAI co-founder Andrej Karpathy's 'LLM-Council', where models anonymously judge each other—an experiment that has set off new debates. OpenAI's GPT-5.1 came out on top, Gemini 3 followed, and Claude Sonnet, Anthropic's earlier model, finished at the bottom. Karpathy himself questioned the rankings, calling Claude simply "too terse" for that particular task. The real plot twist sits with Anthropic. The company is building an infrastructure moat. It has committed $30 billion worth of Azure compute. NVIDIA and Microsoft are set to invest up to $15 billion. Amazon still remains the primary cloud partner. The company is also building new data centres in Texas and New York, part of a $50 billion domestic compute strategy. This is not a startup sprinting from release to release. It looks like an institution trying to secure the future of its models. Meanwhile, Meta is considering Google's TPUs as a possible alternative to NVIDIA chips for its data centres by 2027. Maybe the next Llama model might actually be trained on Google's chips. All in all, Opus 4.5 arrives at this moment both as a spec bump and a signal. It is giving developers new controls like effort levels, and the competition a new reason to make a run for their money. And of course, Elon Musk couldn't resist chiming in. "Grok might do better with v4.20. We shall see," he said. We shall indeed. |
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