In this episode, Stephen Forte examines the pivotal moment when AI stopped chasing consumers and came for enterprise. Two major stories define the shift:

• OpenAI kills Sora — The video generation app that hit #1 on the App Store is gone. Fidji Simo called consumer products "side quests" as OpenAI redirects compute toward Codex and enterprise tooling, burning $14B/year with an IPO on the horizon.
• Anthropic's enterprise dominance — Ramp data shows Anthropic now captures 73% of first-time enterprise AI spend. Claude Code hit a $2.5B annualized run-rate, doubling since January. Margins swung from -94% to +40%.
• Claude Cowork launches — Full computer use: mouse, keyboard, screen control. The Dispatch feature lets you assign tasks from your phone and walk away. 80% reliable on  ...