Anthropic Data Shows Companies Won't Pay for the Best Models
sudoraohacker · x · 2026-08-27
Anthropic's revenue data reveals that only 11% comes from their strongest model, Fable, while the majority goes to Opus 4.8/5. This indicates businesses want strong models but don't find the top tier worth the premium. Opus 4.8/5 performs similarly to Chinese open-source models like Kimi K3 and GLM-5.3, which are cheaper. This suggests strong underlying demand for Chinese open-source models if US businesses can overcome regulatory concerns.
Related event: Enterprises Shun Top-Tier Models as Open-Source and Chinese Rivals Gain(3 posts)→
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