Wall Street Journal · Angel Au-Yeung ·

OpenRouter: the share of business spending between OpenAI and Anthropic models was roughly even in September, vs. Anthropic commanding a 75% share in January

Both companies need to show Wall Street they have sustainable businesses ahead of planned IPOs

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OpenRouter: the share of business spending between OpenAI and Anthropic models was roughly even in September, vs. Anthropic commanding a 75% share in January

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Wall Street Journal — OpenRouter: the share of business spending between OpenAI and Anthropic models was roughly even in September, vs. Anthropic commanding a 75% share in January ↗

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@openrouter: OpenRouter users spent more on OpenAI's models than on Anthropic's in the week of September 7, the first time that happened since the week of February 26, 2024

Ramp: Ramp's July AI index: Anthropic's market share hit 43.5%, widening its lead over OpenAI; Fable 5 is only 6% of tokens businesses bought, likely due to high cost

Max Woolf's Blog: A look at OpenAI's and Anthropic's aggressive price cuts from June through September, driven by low switching costs and pricing pressure from open-weight models

The Information: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount

Bloomberg: A look at differing revenue calculations of Anthropic and OpenAI, as Anthropic books gross sales through cloud partners, while OpenAI records only its net share

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