Anthropic · OpenAI · Google · Meta · Gemini · Crypto Briefing
AI competition intensifies after a brief pause for safety
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Google and Meta rolled out new frontier models weeks after Anthropic's CEO called on the industry to slow down.
Key facts
- OpenAI and Anthropic posted a combined annualized revenue run rate of approximately $30 billion at the start of 2026
- US labs alone announced a total of 20 new models between July and September 2026
- As of October 1, 2026, Google limited access to its new frontier model to vetted users, citing safety considerations
- In September, the leaders of the AI industry briefly agreed that they should maybe tap the brakes
Summary
In September, the leaders of the AI industry briefly agreed that they should maybe tap the brakes. The slowdown traces back to September 12, 2026. What followed was a brief stretch of self-imposed pauses at several labs. As of October 1, 2026, Google limited access to its new frontier model to vetted users, citing safety considerations.