Opinion: OpenAI and Anthropic Face 'Worst Business Model', ARR Projected to Decline
abhiadesai · x · 2026-08-24
The post cites an opinion that OpenAI and Anthropic are in trouble, failing to capture 60-90% of industry economics as the market realizes there is no 'special sauce'.
It labels this one of the worst business models in capital markets and projects a decline in Annual Recurring Revenue (ARR) within two years.
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