If one thing became clear at the HumanX conference in San Francisco this week, where 6,500 executives, founders and investors gathered to talk about artificial intelligence, it’s that OpenAI no longer dominates the conversation in their industry. For now, at least, that distinction belongs to Anthropic.

Anthropic’s viral coding agent, Claude Code, was the tool on everyone’s lips, even as many attendees acknowledged that OpenAI, Cursor and Google are offering strong alternatives. 

Despite its spat with the Pentagon that went public last month and quickly made its way to the courtroom, Anthropic has only gained momentum. The Department of Defense blacklisted Claude, but after opposing rulings in two courts, Anthropic can keep working with other federal agencies while the cases play out.

Anthropic’s early strength in the enterprise has positioned it to benefit from the soaring popularity of AI coding agents, which are used to generate, edit and review code. So while OpenAI kicked off the generative AI boom with the launch of ChatGPT in 2022, Anthropic may be best set up to win contracts from the biggest spenders.

CNBC spoke with 19 executives and investors at HumanX, some of whom asked not to be named in order to speak freely. Here are the top three takeaways. 

Anthropic was founded in 2021 by a group of researchers and executives who defected from OpenAI. The startup is valued at $380 billion, making it one of the most valuable private companies in the world. 

Cisco President Jeetu Patel said roughly 85% of his company’s engineering workforce, or about 18,000 employees, are using AI, but the path to getting there was unlike what he’d anticipated. Patel said Cisco initially learned it i needed to prioritize adoption over outcomes, and to trust that model capabilities will continue to improve. 

The fragile two-week ceasefire agreement between the U.S. and Iran has massive implications for energy and financial markets across the globe. But the vast majority of execs and investors who spoke to CNBC at HumanX this week said they’re not yet experiencing any direct business impact from the latest conflict in the Middle East. 

In AI, a model is considered open weight if its parameters, or the elements that improve its outputs and predictions during training, are publicly available. As of April, Chinese open-weight models, including GLM-5.1, Kimi K2.5 and Qwen3.5, dominate industry benchmarks.

American companies are swarming to China’s models. Cursor built its Composer 2 model using Kimi 2.5. Airbnb CEO Brian Chesky told CNBC in October that his company’s chatbot was largely dependent on Alibaba’s Qwen.

Given the importance the U.S. AI industry is placing on beating China when it comes to innovation, there’s a big emphasis domestically on closing the gap in open weight. Two investors told CNBC they’re dedicating a lot of their time and resources to that effort, and a third said it’s one of the key problems for the industry to solve right now. 

Glean’s Jain said having multiple options is critical.

“The trend that we see is that enterprises today, they’re very wary of depending on one or two providers for all of their AI,” Jain said. “They don’t want to work with just one model company, because they know that innovation is happening across many and also in open source. You want to have a choice.”

WATCH: OpenAI slams Anthropic in memo to shareholders

The White House has choked off Cuba’s oil supply and threatened a “friendly takeover” of the communist-run island, against a backdrop of military operations in Venezuela and Iran.

U.S. President Donald Trump is implying the country is his next target, saying: “Whether I free it, take it,  I think I can do anything I want with it. They’re a very weakened nation right now.” The oil shortage is bringing Cuba’s economy to the brink. But I’ve found myself thinking back when, not that long ago, it briefly looked like the two nations would normalize relations after decades of hostility.

I first landed in Havana in March 2012 to cover Pope Benedict XVI’s visit. The airport was small. I had to repeatedly explain to immigration officials that we were there as journalists, that we had permission, and that everything had been cleared in advance. I was grateful that my team spoke Spanish to help with the process.

Parts of the city felt strangely familiar from images I’d seen of faded pastel buildings and old American cars somehow still running on patched-together parts.

Cuba and the U.S. had been geopolitical foes for more than 50 years. Cuba became communist when the 1959 revolution brought Fidel Castro to power and the island nation, just 90 miles from Florida, strengthened its ties with the Soviet Union. The Cuban government seized U.S. property and American-owned businesses in response to a growing U.S embargo. In response, President John F. Kennedy formalized a full embargo in 1962. Supplies of food, fuel, and consumer goods quickly became scarce.

But being there, I sensed that something was beginning to shift.

Between 2012 and 2016, I made 10 trips, field producing for CNBC with international correspondent Michelle Caruso-Cabrera. Almost every visit seemed to line up with something significant — moments that felt like they might mark a turning point. But by the end, that momentum felt suddenly uncertain.

On my first visit, Havana was trying to look ready for a pope. Fresh paint lined parts of the Malecón, still drying in places along the route the pope was expected to travel. In a country shaped for decades by communism, his presence felt like more than a religious event. It felt like a signal, subtle but unmistakable, that Cuba might be opening up.

After that, things started to move quickly.

Less than a year later, the government invited a small group of journalists, including us, to see what it called “reforms” up close. We spoke with the central bank governor, and with small business owners trying to navigate a system that was changing, but not all at once.

We slipped away from the official itinerary and made our way to Hershey, Cuba, a town Milton Hershey built to secure sugar for his chocolate business in the early 20th century. It was one of several reminders of Cuba’s American past before its revolution. A former Coca-Cola factory had been repurposed by the state. A Western Union building housed the country’s telecom company. A Woolworth’s store had become a local discount store.

In July 2015, President Barack Obama announced the restoration of diplomatic ties. We moved quickly, out of New York, down to Miami, then onto a charter flight to Havana. On the ground, there was a real sense of excitement. But it wasn’t unguarded. People were hopeful, but careful.

A month later, the U.S. embassy reopened for the first time in more than 50 years. I watched the flag go up from the balcony of a crumbling apartment building across the street. For younger Cubans especially, it felt like a turning point: More opportunities, more access, more choice seemed within reach.

Obama’s visit the following March only added to that feeling. Travel restrictions for Americans were relaxed and limited trade began to restart. The embargo was still in place, as it is written into U.S. law, but it did slightly soften.

That week brought a Rolling Stones concert and a Major League Baseball game, the first on the island in years.

Even then, there was restraint. Cubans had learned not to get ahead of themselves. For many, optimism came with the memory of how quickly it could fade. After all, not everyone believed the United States should reopen relations with the country. Many argued that normalizing ties would reward the communist government without forcing meaningful reforms.

Still, things were changing. In 2016, Carnival Cruise Line, under its Fathom brand, docked in Havana, the first U.S. cruise ship to visit the island since 1978. By November, JetBlue had direct flights running from New York. For a time, it felt like the barriers were coming down in real time.

Reporting there was never simple. Permits could fall through without warning. Phones rarely worked. Wi-Fi was hard to find. Restaurants handed out long menus, but when you asked, you were often told the only thing available was rice and beans. I’d walk past buildings with elegant facades, only to step inside and find them hollowed out, crumbling, little more than dust and debris.

And yet, on each trip, you could see small signs that the transformation was continuing. Family-run restaurants began opening in people’s homes. Airbnb listings started to spread. It wasn’t dramatic, but it was there.

My final trip came in November 2016, just after Fidel Castro’s death, to cover his funeral. He’d ceded power to his brother Raoul years earlier, but the death of the man who symbolized the revolution was a huge moment.

This time, Havana was quiet.

Music stopped. Alcohol disappeared. The city entered a formal mourning period. People stood in long lines to sign condolence books.

From the outside, it looked like a clear ending. Inside Cuba, it didn’t feel that simple.

Standing there, it was hard not to feel that the energy of the previous years was slipping away. The same questions kept coming back. What happens now? What becomes of the reforms? Of the relationship with the United States?

When I left for the last time, I had the sense I’d witnessed something rare, a brief stretch of time when history seemed to accelerate, when long-standing patterns loosened, even if only slightly, and the future felt, for a moment, open.

In the years since, much of that momentum has slowed, and in some cases reversed. The U.S. withdrew embassy personnel, new travel limits were imposed in November 2017, and the flow of American visitors thinned. The opening that once felt within reach has given way to more familiar tensions, which are flaring like the changes I saw never happened.

History doesn’t always arrive with a clear beginning or a clean ending. In Cuba, it has a tendency to circle back on itself.

What comes next between these two neighbors is still unwritten.

Airline and travel stocks fell Monday after airspace closures throughout the Middle East forced carriers to cancel thousands of flights, disrupting trips as far as Brazil and the Philippines.

United Airlines, which has the most international exposure of the U.S. carriers, was down 6% in premarket trading. Service to Tel Aviv, Israel, is one of the airline’s most profitable routes, but airlines were also was forced to pause flights to Dubai, in the United Arab Emirates, one of the busiest airport hubs in the world.

Dubai is a home base for airline Emirates.

Shares of Delta Air Lines and American Airlines were also each off about 6%. Flights through the Middle East were grounded including to destinations like Tel Aviv.

Other carriers like Southwest Airlines, which is more U.S.-focused, had smaller stock moves but shares still fell as investors assessed a possible run-up in oil prices. Fuel is generally airlines’ biggest cost after labor.

Hotel chains also fell, with Marriott International and Hilton Worldwide Holdings down.

International travel has been a bright spot in the travel sector. In January, international air travel demand jumped 5.9% from a year ago while domestic flight demand was nearly flat, the International Air Transport Association, an airline industry group, said in a report on Monday.