Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI.
Buyers are in a race to secure a dwindling supply of shares in Anthropic, driving the AI company's valuation on some platforms to $1 trillion.
Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI.
Buyers are in a race to secure a dwindling supply of shares in Anthropic, driving the AI company's valuation on some platforms to $1 trillion.
Are OpenAI and Anthropic Really Losing Money on Inference?
Deconstructing the real costs of running AI inference at scale. My napkin math suggests the economics might be far more profitable than commonly claimed.
I think Anthropic and OpenAI have found product-market fit
Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by …
I think Anthropic and OpenAI have found product-market fit
Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by …
Read OpenAI’s latest internal memo about beating the competition — including Anthropic
The memo directly mentioned OpenAI’s intensifying competition with Anthropic.
It’s not just the vibes that are off inside OpenAI.
It’s the numbers, too, according to a new Wall Street Journal report, which echoes The Information’s claim earlier this month that CFO Sarah Friar has expressed concern about its IPO plans and CEO Sam Altman’s datacenter spending. It also says the company “missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year,” and other revenue targets. [Link: The vibes are off at OpenAI | https://www.theverge.com/ai-artificial-intelligence/908513/the-vibes-are-off-at-openai | The Verge]
OpenAI and Anthropic cut their LLM prices by up to 80% within a few months. Why?
What is “the true cost of a token”?
Ed Zitron on Twitter / X
Less than a month ago, OpenAI was looking to raise “at least” $30 billion at a valuation of $1.4 trillion. Today it raised $11 billion at $1.25 trillion valuation and faced “tepid” interest. https://t.co/VVhNs01LX6 pic.twitter.com/hlNGwD7EBn— Ed Zitron (@edzitron) October 31, 2026
Amazon seeks cheaper AI alternatives as Anthropic shifts to token-based pricing
Amazon is exploring OpenAI as an alternative to Claude after a renegotiated contract with Anthropic will raise costs through token-based pricing.
OpenAI’s vision for the AI economy: public wealth funds, robot taxes, and a four-day workweek | TechCrunch
OpenAI proposes taxes on AI profits, public wealth funds, and expanded safety nets to address job loss and inequality, blending redistribution with capitalism as policymakers debate AI’s economic impact.
Reflections on OpenAI
I left OpenAI three weeks ago. I had joined the company back in May 2024.
OpenAI to release open-source model as AI economics force strategic shift
OpenAI plans to release its first open-weight AI model since 2019 as economic pressures mount from competitors like DeepSeek and Meta, marking a significant strategic reversal for the company behind ChatGPT.
OpenAI Announces $122 Billion Additional ‘Committed Capital’, and Announces Their ‘Superapp’ Plan for the Future
I don’t see the path from here to there, where *there* is a justification for a trillion-dollar-ish valuation.
Introducing OpenAI
OpenAI is a non-profit artificial intelligence research company. Our goal is to advance digital intelligence in the way that is most likely to benefit humanity as a whole, unconstrained by a need to generate financial return. Since our research is free from financial obligations, we can better focus on a positive human impact.
