>Anthropic is at the mercy of 3rd party datacenter contracts

I mean, this is a bit like complaining that McDonalds doesn't have their own herds of cows. OpenAI actually isn't in the business of buying GPUs or running data centres, and it's pretty weird to think that's an advantage (though it comes up constantly on here, as Anthropic keeps eating OpenAI's lunch).

There are many suppliers that are desperate to fight for Anthropics business, and it has shown an agility to embrace whatever advances in the industry come along. Anthropic is now running across a million or so Google TPUv8s, for instance. If tomorrow someone else comes out with a better GPU/TPU, they can embrace it in a heartbeat.

All while OpenAI sits on their rapidly depreciating GPUs.

Or...actually they won't, because OpenAI doesn't take business advice from HN. The vast majority of OpenAI's compute is from Microsoft, Oracle and so on. They're smart enough to not become a big hardware purchaser when that isn't their business. The core claim of your comment simply isn't true at all, nor is that the direction OpenAI is moving.