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Anthropic ran a Super Bowl ad mocking OpenAI. Altman fired back calling them "authoritarian." And then today — both companies dropped major announcements within hours of each other. Anthropic released Opus 4.6, their most powerful model yet. OpenAI countered with Frontier, a new platform for building AI agents in the enterprise. Meanwhile, OpenClaw, an open-source AI agent built by one guy, has gone viral, and the software selloff is spreading from CRMs to legal tech to video games. A year ago, ChatGPT felt untouchable. Now it's a full-on war for the enterprise, the developer, and the consumer. We sit down with Guillermo Rauch, co-founder and CEO of Vercel, to make sense of it all. Vercel powers some of the biggest sites on the internet, including ChatGPT, and Guillermo works with both OpenAI and Anthropic. He's the perfect person to tell us where this goes next. This is a follow-up to our conversation with Replit CEO Amjad Masad a few weeks ago on the AI coding revolution. If you missed it, link here: https://youtube.com/live/GOa3SfkQ0vE We'll cover: The OpenAI vs Anthropic rivalry and whether Altman is on the back foot What Opus 4.6 and OpenAI Frontier actually mean for enterprises OpenClaw: why an open-source agent built by one guy is outpacing trillion-dollar companies Claude Code vs Codex: what's the real difference? The software selloff: which companies should be nervous, and which shouldn't What AI still can't build (and where it falls apart) The changes coming in the next year that most people aren't ready for For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC https://www.cnbc.com/select/best-cred... #CNBC #CNBCTV Vercel CEO on the OpenAI vs. Anthropic war — 2/5/2026