The defining fault line in the AI market doesn’t run between better and worse models. It runs between systems trusted with autonomy and systems that aren’t. This divide is now empirically visible, and at Davos, it was the real, unspoken issue. Anthropic’s Claude Code reached an annualized revenue rate of roughly one billion dollars within months. The number matters less than the source. This isn’t a consumer product. It’s agentic use. Claude Code writes code autonomously, modifies repositories, runs tests, and iterates on errors. The usage is expensive, energy-intensive, and deliberately not optimized for reach. Autonomy before distribution. OpenAI sits at a different strategic point. Despite roughly 900 million users and an estimated 20 billion dollars in revenue, the company projects a cumulative free-cash outflow of over 110 billion dollars through 2028. In parallel, OpenAI is searching for new monetization paths. The introduction of advertising into ChatGPT is the most visible signal.