The AI Daily Brief: Artificial Intelligence News and Analysis
15 Business Model Questions for OpenAI and Anthropic
17 Oct 2025
This episode explores the massive revenue growth of OpenAI and Anthropic and what it means for their business models. With Anthropic hitting a $7 billion revenue run rate and OpenAI reaching $13 billion , the discussion weighs their strategic futures, including the push into enterprise versus consumer markets and the potential for new revenue streams like advertising. In the headlines, NLW covers Claude's important new 'Skills' feature, Microsoft's AI PC push, and Spotify's new deal with music labels.Brought to you by:Is your enterprise ready for the future of agentic AI?Visit AGNTCY.orgVisit Outshift Internet of AgentsGoogle Gemini - Try NotebookLM today https://notebooklm.google.com/KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? [email protected]
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Today on the AI Daily Brief, some monster revenue numbers bring up a slew of questions on the business model for OpenAI and Anthropic, before that in the headlines, why Claude's new skills feature is potentially a really big deal. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. All right, friends, quick announcements before we dive in.
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Welcome back to another AI Daily Brief Headlines Edition, all the daily AI news you need in around five minutes, and we have a jam-packed edition today. We're kicking off today with a story that I think I will probably try to do a more operator's cut style episode as people dig in and figure out how to use these tools in the coming weeks.
But for now, it's rolled out a new feature called Skills, which provides agents with instructions, scripts, and resources to help them with specific tasks. Users can fill a folder with these skills that might cover things like brand guidelines or instructions on carrying out a task in Excel.
The feature also allows users to provide executable code for situations where traditional programming is more reliable. Cloud agents can then draw from these skills when they become relevant to the task at hand. Essentially, skills are little barrels or buckets of context that Claude can draw on when it makes sense.
They're in a standard format that can be used across Claude apps, Claude code and the API, meaning you only have to build them once. Said anthropic staffer Mahesh Murag, skills are based on our belief and vision that as model intelligence continues to improve, we'll continue moving towards general purpose agents that often have access to their own file system and computing environment.
The agent is initially made aware only of the names and descriptions of each available skill and can choose to load more information about a particular skill when relevant to the task at hand. Now, part of the benefit here is that this makes the method token efficient.
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