OpenAI and Anthropic may be losing global token share, argues security regulation post
14341 · reddit · 2026-09-14
A Reddit analysis argues OpenAI and Anthropic are on track to profitability but their global token usage share may be shrinking, with reports of big spenders like Uber throttling frontier-model bills just the tip of the iceberg. The author cites their Singapore team switching bulk text-processing workloads to DeepSeek for far more throughput per dollar, and warns US protectionism such as banning open weights would only hurt US consumers. They liken Dario and Sam to Thomas Edison's fear-mongering over AC current in the "war of the currents."
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