Anthropic and OpenAI Safety Push Leaves Some AI Buyers More Cautious, Investors Say

Anthropic and OpenAI's push to slow the pace of frontier AI development is beginning to affect how some customers evaluate AI purchases, investors say, while also sharpening interest in startups focused on AI security, evaluation and infrastructure. The debate has moved quickly from AI safety circles into commercial buying decisions, as enterprise customers weigh the promise of more capable systems against warnings from the same labs building them.