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OpenAI 现在的迭代速度比不上 Anthropic。
Anthropic 的工程师发条推，当天下午你就能用上新功能。 OpenAI 的高管发条推，只给你看一下计划。
过去 7 天 Anthropic ship 了：Dispatch、channels、语音模式、/loop、1M context GA、MCP elicitation、手机端 Cowork、Excel/PPT 跨应用上下文、内联图表、64k 默认输出。
每次发布来自工程师个人账号或 GitHub release。
过去 7 天 OpenAI ship 了：GPT-5.4 mini 和 nano。重新设计了模型选择器。下线了一个人格预设。宣布了三笔收购。
要找 OpenAI 同等密度的产品发布，得倒回去年 12 月。
Boris Cherny，Claude Code 负责人，每天 ship 10-30 个 PR，去年 11 月起没手写过代码。内部日均 60-100 次发布。Cowork 10 天做完。工具在构建下一版工具，每个周期压缩上一个。
OpenAI 有个头衔叫 CEO of Applications。Fidji Simo 来自 Instacart，再之前在 Meta 管了十年 Facebook app。到任 10 个月，收购 12 家公司花了 110 亿美金，通过华尔街日报宣布 superapp 整合。负责 ship 产品的高管在推特聊"探索与重新聚焦的阶段"。
产品还没发。
一个已经在复利了。另一个还在开会。
Aakash Gupta@aakashgupta
Anthropic would have built this in a day and a dev would have tweeted the news. At OpenAI, an exec is telling you about a plan. That gap tells you everything. In the last 7 days, Anthropic shipped Dispatch, channels, voice mode, /loop, 1M context GA, MCP elicitation, persistent Cowork on mobile, Excel and PowerPoint cross-app context, inline charts, and 64k default output tokens. Felix Rieseberg tweeted "we're shipping Dispatch" and you could control your desktop Claude from your phone that afternoon. Every launch came from an engineering account or a GitHub release. In the same 7 days, OpenAI shipped GPT-5.4 mini and nano. Redesigned the model picker. Sunset the "Nerdy" personality preset. Announced three acquisitions. To find a comparable volume of shipped product from OpenAI, you have to rewind to December. This is the most underrated difference in AI right now. Anthropic PMs don't write PRDs. Boris Cherny, head of Claude Code, ships 10 to 30 PRs a day and hasn't written code by hand since November. 60 to 100 internal releases daily. Cowork was built with Claude Code in 10 days. The tools build the next version of the tools. Every cycle compresses the last one. Engineers are empowered to ship and announce. The entire org runs like a product team, not a corporation. OpenAI has the opposite problem. Fidji Simo is CEO of Applications, a title that exists because engineers aren't empowered to ship without executive approval chains. She joined from Instacart. Before that, a decade at Meta running the Facebook app. Since she arrived, OpenAI has acquired 12 companies for $11 billion in 10 months and announced a "superapp" consolidation through the Wall Street Journal. The exec responsible for shipping it is tweeting about "phases of exploration and refocus" on the product she hasn't shipped yet. That's what happens when you layer a Meta-style product org on top of an AI lab. Decisions go up. Shipping slows down. Announcements replace releases. Anthropic's product announcements come from the people who wrote the code. OpenAI's come from the C-suite and the press. One of those loops compounds. The other one meetings.
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