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The core tension in AI is shifting from scientific discovery to a high-stakes battle for commercial dominance. Leading firms like OpenAI and Anthropic are navigating a messy transformation, attempting to evolve from academic research labs into growth-oriented product companies without losing their technical edge.

Our latest Deep Research, exclusively available to Pro subscribers, report analyzes the friction within this transition:

• The OpenAI "Code Red": Internal tension has spiked as advanced research into reasoning models fails to translate into mass-market appeal, stalling ChatGPT’s growth against rivals like Google.
• The "Meta-fication" of Leadership: A massive influx of former Meta executives is pushing a new, metrics-driven culture focused on daily active users and potential advertising revenue.
• Anthropic’s Enterprise Gamble: By moving "up the stack" with products like Claude Code, Anthropic is directly competing with its own customers to avoid becoming a commoditized model provider.

We asked Deep Research to investigate how these companies are managing this transformation to ensure their scientific DNA doesn't become a bottleneck for their multi-billion dollar commercial ambitions.

To understand how the leaders of the AI boom are fundamentally altering their corporate DNA to win the market, you need The Information Pro. Take advantage of a special introductory rate of 25% off your Pro subscription.