What are the key takeaways from “OpenAI vs Anthropic” on Matthew Berman?

What is this episode about?

Anthropic is losing developer mindshare despite having the world's most intelligent model, Fable 5. A strategic failure to invest in adequate compute capacity two years ago has left them capacity-constrained, forcing restrictive rate limits that OpenAI is effectively weaponizing to capture the developer market through superior reliability and generous user quotas.