Anthropic's soft ARR isn't falling demand — it's demand shifting to OpenAI
AccBalanced · x · 2026-10-15
The market reads Anthropic's below-expectation ARR as evidence its models are falling behind, but the author argues total demand didn't drop — it moved to OpenAI, as seen in users mass-canceling Claude for Codex after Astra launched. The right lens is the combined ARR of OpenAI and Anthropic, and the real question isn't who earns more but how much both spend and who captures that spend.
More from Companies & People
- Linus Torvalds slams AI bans as 'UTTERLY STUPID': Linux kernel won't restrict AI tools — ducha_aiki · 2026-10-15
- AI commentator kimmonismus shares photos from an NVIDIA event — kimmonismus · 2026-10-15
- NVIDIA London event runs Build-a-Claw workshops to onboard beginners into agentic AI — kimmonismus · 2026-10-15
- Jensen Huang recalls a night market knife accident that left him loving them more — menhguin · 2026-10-15
- OpenRouter data shows Anthropic's Opus 5.5 clawing back share from OpenAI within days — menhguin · 2026-10-15
- 18-year-old Moonshot prodigy Nathan Chen leaves Kimi for the Bay Area — teortaxesTex · 2026-10-15