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AI NewsIt’s not about Anthropic vs. OpenAI anymore

It’s not about Anthropic vs. OpenAI anymore

12:13 AM IST · June 27, 2026

It’s not about Anthropic vs. OpenAI anymore

The U.S. government is set to take an awful lot of control over which AI models get released. Two weeks after the U.S. governmentpulled Anthropic’s Fable and Mythos models, OpenAI’s new model seems to be headed for the same limbo. The Informationbroke the news Thursdaythat GPT 5.6 would be released only into limited preview, with the government approving the release “customer by customer” until a general release can be approved. If that preview only lasts a “couple of weeks,” as Altman reportedly projected, that might not be a particularly big problem. But Mythos has already been in preview for months, and there’s no indication it will make it to general release any time soon. Even a few weeks spent in review could significantly limit the economic upside of a costly new system, at a time when AI labs are trying desperately to improve their bottom lines. If the pace of model development slows as a result, it’s likely to put a similar chill on the ongoing data center buildout. If this goes bad, the entire industry could be at risk. Critically, OpenAI and Anthropic are now in the same exact position with the same problems facing them and the same disaster waiting if they fail. Conversations within the tech industry tend to focus on the role of one side or another in bringing this on, either accusing Anthropic of running a regulatory capture scheme or accusing OpenAI of cozying up to Trump to ice out a rival. It’s understandable; many of the most prominent people in the industry have billions of dollars riding on one company or the other. But what’s happening now is bigger than that. The cost of implementing a haphazard government approval process for every frontier model is obvious, and there’s no fix that helps one lab without helping the others. The most immediate problem is simply establishing a release process that makes sense. It’s fine for the government to test models before release (this is how it works for lots of consumer products) — but as GMU fellow (and soon-to-be OpenAI employee) Dean Ball detailedin an eloquent post this morning, it’s not clear what kind of safety assurances could be put in place to satisfy regulators. The U.S. government doesn’t have the expertise or capacity for the kind of testing that would be needed here. It’s not even clear what regulators would be trying to protect against, since there’s been no effort to articulate what risks the government is actually concerned about. It’s tempting to see the government process as the whole of the problem itself, but there are real concerns underneath. Even if you don’t believe the Mythos hype, there’s clear evidence of how AI tools are revolutionizing cybersecurity. There are similar processes at work inbioriskand alignment. Restricting model releases can’t be the whole answer in itself — that will only limit what’s available to the public — but there are real concerns to be addressed. The best ideas for addressing them, as laid out by Ball, will mean working together. It will mean trusting independent groups to guide the process, even if they don’t completely align with your goals. It will mean lining up behind the least-bad regulatory options available, instead of fighting every regulation tooth and nail. And most of all, it will mean fighting for AI as an industry, instead of seeing safety and regulation as opportunities to gain an advantage. For a lot of people working in AI, that will be a tough sell. Unfortunately, AI models have progressed to the point where their capabilities have real political consequences. Dealing with those consequences will require collective action. In the weeks to come, we’ll find out if that’s something the industry is capable of.

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The Anthropic-Physical Intelligence rumor roiling AI Twitter

The Anthropic-Physical Intelligence rumor roiling AI Twitter

It’s been a big year for AI acquisitions — so big that most of them barely register anymore. Anthropic and OpenAI have each gone on buying sprees, snapping up developer tooling, AI services shops, and product-testing startups to convert model capability into enterprise revenue and extend their reach faster than the other. Which is what made a weekend rumor about Anthropic acquiring robotics startup Physical Intelligence stand out. It spread exceedingly fast, even after a denial from Physical Intelligence’s CEO. Part of that ties to who’s involved. Physical Intelligence isn’t some obscure robotics shop. It was co-founded by Lachy Groom, an investor-operator whose star has beenon the risein Silicon Valley in recent years; it has raised more than $1 billion (and was reportedly in talks this spring for another$1 billion roundat an $11 billion valuation); and itsπ0.5 modelis apparently among the more widely used robot brains in robotics research. As it turns out, the rumor wasn’t completely spurious. Anthropic and Physical Intelligence actuallydid hold acquisition talksthis spring, according to The Information, so tech blogger Robert Scoble — whoseweekend poston X set off the frenzy — may have gotten the specifics wrong without being wrong that something had happened. Physical Intelligence’s response to the rumor mill wasn’t the world’s most vigorous denial, it should be noted. According to The Information, Physical Intelligence CEO Karol Hausman told employees the reports weren’t true via a Slack message containing a gif of a character from “The Office” shaking her head no. Groom, for his part, did not respond to TechCrunch’s request for comment, sent Monday night. Anthropic has made four known acquisitions this year; OpenAI has been more aggressive, acquiring at least 17 companies since 2023. Both are also, of course, now preparing to go public. Anthropic confidentially filed for an IPO on June 1, followed by OpenAI a week later, setting up what could be two of the largest U.S. stock debuts in history. So why robotics, why now? The likeliest answer is that physical-world understanding may be a prerequisite for superintelligent systems, and no amount of internet text can substitute for it. OpenAI’s own history here is instructive. It built an early robotic hand that could solve a Rubik’s Cube, then shut the entire robotics group down in 2021, with co-founder Wojciech Zaremba later saying the approach was missing pieces needed for real superintelligence. The team came back in 2024, quietly building a humanoid robotics lab in San Francisco, before CEO Sam Altmanmade it officialin late May, announcing “OpenAI Robotics” was hiring and describing a near-term focus on robots for infrastructure work, with a personal robot for everyone as the long-term goal. Anthropic hasn’t built anything resembling OpenAI’s hardware lab. What it has done is publish a string of research pieces through its internal group that stress-tests frontier capabilities for safety purposes. That included Project Fetch last November, where Anthropic staff tested how much Claude could help non-expertsprogram a robot dog, and a second phase in June that, according to Anthropic, found a newer model completed the same tasks roughly 20 times faster than the best human-plus-Claude team from the year before. Buying an existing team with robotics expertise would let Anthropic skip years of work. There’s a possible complication, though. Physical Intelligence was founded in San Francisco roughly two years ago by Groom, former Google researchers, and professors from Stanford and Berkeley, and its early investor base looks a lot like OpenAI’s own, including Khosla Ventures and Thrive Capital. Founders Fund — also a major OpenAI investor — was reportedly involved in Physical Intelligence’s newest funding round earlier this year. In fact, OpenAI is itself an investor in Physical Intelligence, so it isn’t just a peripheral player; it’s a stakeholder in a company that its chief rival was reportedly in talks to buy very recently. That raises questions around whether OpenAI’s early investment came with any information rights, or a right of first refusal over a sale to a competitor — the kind of protective provisions that strategic investors sometimes negotiate for precisely this scenario. That leaves open the possibility that if Physical Intelligence is actually in play, OpenAI — already a shareholder, already close to Groom, already trying to ensure it bests Anthropic in robotics — may have the more obvious claim to it than Anthropic does. We asked OpenAI these questions earlier today and the company didn’t respond.

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