Anthropic may now be 2x ahead of OpenAI on revenue, argues viral thread on Opus 5.5 switch wave
AccBalanced · x · 2026-10-26
A widely shared thread argues Opus 5.5 has triggered an unprecedented wave of users switching to Anthropic over the past two weeks, with 'Fable 5.5' held in reserve. It also contends OpenRouter is the worst way to consume Claude tokens — no cache discount plus steep API margins — making its usage a lagging indicator of Anthropic's revenue surge, which may already be 2x ahead of OpenAI.
More from Venture
- Rob Snyder: design partners play Steve Jobs with your product and never buy — victor_explore · 2026-10-26
- Developer builds open-source analytics tool DataSlop over a $3/mo grievance — kylegawley · 2026-10-26
- Open Source Alternatives relaunches: SEO experiment grown into a 42K weekly visitor site — ayushtweetshere · 2026-10-26
- RocksDB and Neptune talent head to OpenAI, adding to a flurry of database M&A — HanchungLee · 2026-10-26
- AI startup founder scraps launch ad after research, pivots to niche markets — Scobleizer · 2026-10-26
- $99 SaaS cloned into a $1/month open-source alternative, sparking debate — ayushtweetshere · 2026-10-26