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BREAKINGVIEWS-The AI boom tests its limits: podcast

ReutersMar 19, 2026 4:36 AM

By Aimee Donnellan and Jonathan Guilford

LONDON/NEW YORK, March 19 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.

Listen to the podcast.

OpenAI and Anthropic, together valued at over $1 trln, have raised vast sums from a panoply of backers in the thus-far unprofitable quest to perfect silicon intelligence. In this week’s Viewsroom, Breakingviews columnists discern the signs that this enthusiasm is hard to sustain.

Follow Aimee Donnellan on LinkedIn.

Follow Jonathan Guilford on X and LinkedIn.

FURTHER READING

What happens if OpenAI or Anthropic fail?

Anthropic gives lesson in AI revenue hallucination

Pentagon clash exposes Anthropic's weak moat

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