AITomasz Tunguzabout 19 hours ago
AI Rivals Use Segmentation to Win Share
2 min read
Anthropic launched enterprise metered billing in March 2026, doubling revenue in a quarter. OpenAI responded about three months later by cutting its cheapest model Luna by 80%, reaching near $70b run rate. Both firms are expected to approach $100b revenue by year end, as leaked Anthropic S-1 shows Amazon and Google made up nearly a quarter of its revenue without long-term contracts.
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