Watch Desk posted an update
Spending on OpenAI and Anthropic models by businesses was roughly even in September, compared with Anthropic holding a reported 75% share in January, according to a Wall Street Journal report cited by Techmeme.
Why it mattersThe comparison, attributed to OpenRouter, suggests a sharp shift in business spending between the two AI companies. It is not a measure of consumer use or overall revenue, and the supplied report does not give the underlying figures. Both companies need to show they can build sustainable businesses ahead of planned IPOs, the report says.
Discuss: Is a shift in model spending enough to signal momentum, or do these companies need to show lasting revenue and profits?
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