2026-10-22 02:36 UTC
90% of Anthropic money is enterprise API use which is far less subsidised than their subscriptions being 10% of their income. OpenAI on the otherhand relies on the subs.
There is still going to be a big bubble bursting. It’ll be interesting to see how each company handles it.
Replies (1)
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@cardfire@sh.itjust.works 2026-10-22 05:34
Check out what portion of Anthropic revenues turned out to be processing distillation for others, namely Chinese market players. A huge portion of their revenue basically came from their competitors using their horsepower against them to build the next, better mouse trap