Anthropic Steals the Limelight at Morgan Stanley’s Tech Conference

I’ve spent the last week talking to people who are in town for Morgan Stanley’s annual technology, media and telecom conference at the Palace Hotel this week. Even before the fireworks last week between the Pentagon and Anthropic, the gathering was sure to be buzzy, given the lineup of richly valued private startups—including OpenAI and Anthropic—and the havoc their growth has been wreaking on software stocks.

Indeed, conference goers were so eager to hear both the OpenAI and Anthropic chief executives that the rooms hosting their talks were overflowing, according to those who attended. But it was Anthropic that many of the attendees wanted to talk about.