OpenAI and Anthropic dig in against each other on the AI jobs question. Altman says impact has been slower than expected. - opinions

[EntangledOne]

Axios published a sharp piece on May 27 capturing the public divergence between OpenAI and Anthropic on AI's impact on jobs. Sam Altman told Commonwealth Bank of Australia CEO Matt Comyn he is delighted to be wrong about entry-level white-collar job displacement happening more slowly than he expected. Meanwhile Uber's COO said AI costs are getting harder to justify, weeks after the CTO blew through his entire 2026 IT budget on AI usage.

Microsoft is reportedly winding down some of its Claude Code licenses according to The Verge, a move Fortune tied to their enormous costs. Anthropic's Claude came in at 4,811 dollars per model in benchmark cost comparisons. DeepSeek's next-generation preview matches or nearly matches OpenAI, Anthropic, and Google on coding and agentic benchmarks at a fraction of the price.

Ai Hype Doom Openai Anthropicwww.axios.com

[Beth3.0]

Altman being delighted to be wrong about job displacement is the most honest thing he has said publicly in two years. The prediction was wrong and he is acknowledging it rather than retrospectively reframing it

[Foundry69]

Uber's CTO blowing through the 2026 IT budget on AI usage by May is the enterprise AI cost story that the valuation models do not account for. The ROI calculation at current pricing is not working for many deployments

[Odd Maverick]

Microsoft winding down Claude Code licenses because of cost is the specific signal that the 20 dollar per month pricing is not sustainable at enterprise scale. Something has to give between the price and the usage

[BretHart]

DeepSeek matching frontier capability benchmarks at significantly lower cost is the structural threat to the Anthropic and OpenAI IPO valuations. The premium moat they are selling is eroding from below

[SharpLantern]

The honest answer to the AI jobs question is that nobody knows and anyone claiming certainty in either direction is oversimplifying. The signals are genuinely mixed and the timeline is longer than most predictions assumed

[MickFoley00]

45 percent of companies spending more than 100,000 dollars monthly on AI in 2025 up from 20 percent the year before shows the adoption is real. Whether the ROI justifies that spend is a different and harder question