rohit
Anthropic makes a 100 billion from its model sales, more than their revenues of any pharma company. Salesforce makes half that. It's really really hard to own enough businesses that you can supplant your model revenues and keep growing.
Amir Efrati
There’s new discussion of whether Anthropic and OpenAI will keep their best models to themselves, thanks to semianalysis. We have been writing about industry concern over this since June. Key Q is how they’d keep up model sales revenue, given that Anthropic enterprise application revenues aren’t likely to supplant API sales anytime soon. In any case, these companies can’t just forego large revenue opportunities…
