Anthropic's priciest model is just 11% of business spend; open source closing in
LegacyRemaster · reddit · 2026-08-29
A Reddit thread asks whether Chinese LLMs need to reach Opus 4.8 level. The author cites Ramp's mid-August spending data from 70,000 US companies: Anthropic's most powerful and expensive model accounts for only 11% of what those businesses spend on its tools—the remaining 79% is the real gold. With new Qwen and GLM releases, open source is likely close to Opus 4.8 and ahead of Sonnet-tier models, which explains the "anti-open-source crusade" as a genuine business threat, paralleling how Full HD gaming hardware became "low-end" within years. Long term, the author bets the winners will be silicon sellers (AMD, Nvidia, and future competitors) rather than token sellers.
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