Azeem Azhar (@exponentialview): "OpenAI and Anthropic’s business models are diverging. OpenAI dominates in consumer and enterprise, while Anthropic leads on API revenues. Astonishingly, about half of Anthropic’s API revenue comes from just two dev tools: GitHub Copilot and Cursor, $1.4bn between them."

OpenAI and Anthropic’s business models are diverging. OpenAI dominates in consumer and enterprise, while Anthropic leads on API revenues.

Astonishingly, about half of Anthropic’s API revenue comes from just two dev tools: GitHub Copilot and Cursor, $1.4bn between them.

Aug 5

2:57 PM