The $150 Billion Handshake That Never Happened

When Body Language Speaks Louder Than Words

It lasted maybe three seconds. But those three seconds at the AI Impact Summit in New Delhi captured everything you need to know about the current state of artificial intelligence competition.

India's Prime Minister Narendra Modi was orchestrating a group photo. Tech leaders raised their hands in unity—Google's Sundar Pichai, and others linking arms in a show of collaboration. But when the camera focused on OpenAI's Sam Altman and Anthropic's Dario Amodei standing side by side, something different happened.

They raised their fists. Separately. No handholding for these two.

The internet noticed immediately. "When AGI? The day Dario and Sam hold hands," joked one AI startup founder. Another investor quipped: "When you're forced to do a group project with your opp."

But behind the memes lies a $150 billion question: Who will control the future of AI?

The Former Colleagues Who Became Fierce Rivals

This wasn't always the case. Amodei used to work for Altman. As OpenAI's research director, he was instrumental in the company's early breakthroughs. But in 2021, philosophical differences about AI safety and company direction led him to leave and found Anthropic with several other OpenAI alumni.

Since then, the two companies have taken dramatically different approaches:

OpenAI's aggressive expansion: They're testing ads for free users and ChatGPT subscribers. It's a play for mass market dominance, betting that scale will win the AI race.

Anthropic's "safety-first" positioning: They've marketed Claude as the responsible alternative, even running Super Bowl ads mocking OpenAI's advertising plans. Their message: "We're the good guys."

Altman didn't appreciate the shade. He called Anthropic's Super Bowl spot "clearly dishonest," adding: "I guess it's on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren't real."

Anthropic's chief customer officer fired back, saying they focus on "growing our business rather than making flashy headlines"—a not-so-subtle dig at OpenAI's PR machine.

The Stakes Keep Rising

Both companies have raised billions in funding. OpenAI is valued at $157 billion. Anthropic has secured over $7 billion from investors including Amazon and Google. They're not just competing for users—they're fighting to define what AI should be.

The battle lines are clear:

• Revenue model: Ads vs. subscriptions
• Philosophy: Move fast vs. safety first
• Partnerships: Microsoft vs. Google/Amazon
• User base: Mass market vs. enterprise-focused

For consumers, this competition has meant better models at lower prices. Both companies have significantly improved their AI capabilities while cutting costs in recent months. ChatGPT and Claude are now comparable in many tasks, forcing continuous innovation.

What That Awkward Moment Really Means

Both CEOs spoke about AI safety and collaboration during their summit speeches. Amodei warned of "serious risks" including autonomous AI behavior and economic displacement. Altman emphasized that "no AI lab can deliver a good future on their own."

Yet there they were, refusing to hold hands for a simple photo op.