> but the market views these two companies very differently at the moment. Anthropic is seen as having momentum. Open AI is seen as having likely peaked

What are you basing this on? Both are currently doing rounds/tenders that are placing without problems.

The media treats these two differently, as do financial influencers. But I'd be careful about conflating either of them with the market.

> But I'd be careful about conflating either of them with the market.

The finance market and the market for these products are two different things. Anthropic has definitely been stealing market share to OpenAI in the past few month on many segments (be it enterprise or even consumers).