rotative
the decoder · 2026年7月7日

OpenAIとAnthropic、コンピュート戦争を勝ち抜くため資金を大量投入

openaiとanthropicは、IPO前に自社エコシステムへ囲い込むため、yc系スタートアップに最大$500kのクレジットを提供した。

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openai and anthropic are offering yc startups up to $500k in credits, with some founders reporting competing offers exceeding $3m. this strategy aims to lock early-stage companies into specific ecosystems, countering pressure to improve margins ahead of planned ipos. with four cohorts of roughly 200 companies annually, the two labs could distribute $800m in combined credits. google, microsoft, and aws are similarly leveraging free compute and model access to secure long-term loyalty.

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