Software Quandary: Are OpenAI and Anthropic Frenemies or Foes?

When does a frenemy become a mortal threat? That question should be top of mind for executives atop enterprise software firms, such as ServiceNow, Salesforce and Snowflake, each of which at various times has announced partnerships with OpenAI. And yet OpenAI seems to be doing everything it can to put at least some of these firms out of business. As we reported on Friday night , in a presentation to investors last week, “OpenAI leaders said they expected the company’s future products and agents targeted at businesses to replace software from tech firms including Salesforce, Workday, Adobe, Slack and Atlassian.” And on Monday, OpenAI announced the latest in a series of partnerships with consulting firms to help sell its Frontier AI agent management software to businesses. (For more on OpenAI’s enterprise plans, see here and here .) OpenAI is a master of marketing, to be sure, and a lot of its announcements are hype. Given its previously announced arrangements with some of these consulting firms, it’s unclear how incremental today’s announcement is. Meanwhile, the consulting firms will partner with anyone who’ll help them sell more of their services. They’ve already got AI-related partnerships with companies such as Snowflake , Anthropic , Microsoft and Google. McKinsey, in its announcement, said it works “with an array of leading technology providers…to bring clients the best innovation across all dimensions of AI.”