Business Insider · 25 Sep, 09:01 · Business briefing

The head of one of the largest US endowments says OpenAI and Anthropic are in big trouble

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The briefing

The story
in brief.

What happened, who it affects, and why it landed on our intelligence desk — in plain English, sixty seconds or less.

A senior executive at one of the United States’ largest university endowments has publicly warned that major artificial intelligence developers, specifically OpenAI and Anthropic, face significant strategic challenges. The commentary suggests these firms may struggle with sustainability or market positioning despite their current prominence. This perspective offers a critical counter-narrative to the prevailing enthusiasm surrounding generative AI, prompting investors and industry observers to reassess the long-term viability and competitive landscape of leading AI companies.

Employer demand for AI Strategy skills — indexed growth since 2019
Indicative index of skill mentions in professional job postings for the field this story moves (2019 = 1)

Your move

What this means
for your career.

Every headline redistributes opportunity. Here is who this one rewards — and how to be on the right side of it.

This warning signals that AI market dynamics remain volatile, making strategic foresight more valuable than technical hype. You should prioritise skills in risk assessment and strategic planning to navigate uncertainty. Professionals in finance, investment, and corporate strategy must pay close attention, as capital allocation decisions will shift. A smart professional would deepen their understanding of AI business models and regulatory landscapes. Instead of chasing every new tool, focus on evaluating AI’s tangible return on investment. Develop the ability to critically analyse vendor claims and integrate AI responsibly. This shift rewards those who can distinguish between fleeting trends and sustainable competitive advantages, ensuring your career remains resilient amidst industry consolidation.

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Indicative salary uplift in the fields matched to this story
Indicative ranges from published continuing-education salary studies, by field — each field is a recommended course below

Matched to this story

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