Expect a fierce AI battle between OpenAI, Anthropic, Google: Big Technology's Kantrowitz

For more, let's bring in Alex Caneritz, the founder of Big Technology and a CNBC contributor, and Gil Laura, who is an analyst at DA Davidson. Welcome to both of you. Alex, how significant are the OpenAI announcements today.>> They're pretty significant, and that is because OpenAI is now taking a strategic pivot in a way where they were previously really focused on consumer, now they're all in on enterprise. I have some reporting that earlier this week, Sam Alman sat with heads of New York publications and ...