Debate grows over whether OpenAI and Anthropic will keep their best models in-house
steph_palazzolo · x · 2026-09-07
A new discussion sparked by SemiAnalysis asks whether OpenAI and Anthropic will reserve their best models for themselves. @amir notes his team has covered industry concern over this since June. The key question is how the labs would replace model sales revenue — Anthropic's enterprise application revenue is unlikely to supplant API sales anytime soon. Still, the author argues these companies can't simply forgo large revenue opportunities.
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