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.
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.
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