Gate News, March 20 — OpenAI Applications Business CEO Fidji Simo posted on X in response to external doubts about the company’s execution pace, stating: “When new investments start to pay off, like we’re seeing now with Codex, doubling down and avoiding distractions is crucial. We’re excited to seize this opportunity.”
Independent tech analyst Aakash Gupta then released a seven-day shipment comparison. He listed 10 updates from Anthropic during the same period, including Dispatch, Channels, voice mode, /loop commands, the official 1 million context window, MCP features, persistent Cowork on mobile, cross-application context for Excel and PowerPoint, inline charts, and a default output of 64k tokens. During the same period, OpenAI’s actions included launching GPT-5.4 mini and nano, redesigning the model selector, removing the “Nerdy” persona preset, and announcing three acquisitions. Gupta said: “To match OpenAI’s product delivery at this scale, you’d have to go back to December.”
Gupta believes this reflects cultural differences. He pointed out that Anthropic’s announcements come from engineers who write code, with Claude Code lead Boris Cherny submitting 10 to 30 PRs daily. Cowork was built by Claude Code in 10 days, and the entire team operates more like a product company than a group company. He thinks OpenAI is the opposite, layering a “Meta-style product organization” over its AI labs, having acquired 12 companies since Simo joined. “Decisions go upward, deliveries go downward, and announcements replace actual releases.”
Roblox product manager Peter Yang commented on the same day, summarizing OpenAI’s strategy in three steps: leading in installations, excelling in programming and knowledge work, and creating a personal assistant product, OpenClaw, that knows everything about users. He said: “They just need to move fast enough in steps two and three before users switch to Claude or Gemini.”
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