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Huang published the letter with 25 signatures. A day later there were 50, including OpenAI and Google. That reversal says more than the document does.
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Amodei says Anthropic never wanted a ban. His real objection is irreversibility. Days earlier, a Chinese lab shipped 2.8 trillion open parameters.
Okta and Microsoft no longer define the CIAM market alone. Five developer-first, passwordless-native, and AI-ready platforms are growing fast by solving the specific problems the incumbents leave unaddressed. Here is where each one fits in 2026.
Google's $32B pursuit of Wiz shows security market consolidating. When hyperscalers own security vendors, customers lose pricing leverage and choice.
