Anthropic Executive Slams OpenAI's Trillion-Dollar Spending as AI Rivalry Erupts in Super Bowl Ad War

Feb 12, 2026
CNBC
Article image for Anthropic Executive Slams OpenAI's Trillion-Dollar Spending as AI Rivalry Erupts in Super Bowl Ad War

Summary

Anthropic executive Paul Smith slams OpenAI's trillion-dollar spending spree as the AI giants clash in a Super Bowl ad war, with Anthropic attacking OpenAI's ChatGPT advertising plans while software stocks plummet amid fears that Claude Cowork productivity tool threatens traditional enterprise software.

Key Points

  • Anthropic executive Paul Smith criticizes OpenAI's massive spending approach, stating his company focuses on growing revenue rather than making flashy headlines about trillion-dollar infrastructure deals
  • The AI rivalry intensifies as Anthropic runs Super Bowl ads attacking OpenAI's decision to test advertisements in ChatGPT, with OpenAI CEO Sam Altman calling the ads deceptive
  • Software stocks experience significant sell-off following traction of Anthropic's Claude Cowork productivity tool, though Smith dismisses market fears as hyperbole while acknowledging some enterprises may replace traditional software

Tags

Read Original Article