Anthropic token usage on OpenRouter jumps 3.5x in a month to 2.25T/day
rohanpaul_ai · x · 2026-10-27
OpenRouter data shows Anthropic's 7-day average daily tokens rising from 0.65T on Sept 22 to 2.25T on Oct 24, roughly 3.5x, with the surge driven by Opus 5.5, Sonnet 5.5 and especially Haiku 5.5.
Quoted comment from Gavin Baker argues Anthropic's ARR likely went vertical in October after price cuts — and the same pattern is playing out across the AI market: token prices fell while GPU rental prices surged, making a $100B+ year-end industry ARR plausible again.
Related event: Leaked Anthropic Financials Show Positive FCF as Token Usage Soars(15 posts)→
More from Venture
- Anthropic files S-1 with SEC for IPO on Nasdaq under ticker "ANT" — FinanceYF5 · 2026-10-27
- China's first AI theatrical film flopped hard: $1.5M budget, $121K box office — aakashgupta · 2026-10-27
- DeepSeek reportedly precommitted $5B for Huawei compute buildout from $22B raised — teortaxesTex · 2026-10-27
- DeepSeek reportedly tops $1B ARR yet still puts 70%+ of compute into training — teortaxesTex · 2026-10-27
- Anthropic's IPO filing pitches investors on 'the advent of machine intelligence'; Pedro Domingos notes its modesty — pmddomingos · 2026-10-27
- SemiAnalysis: AI lab raised $141.1B, burned only $9.7B, and is operating-profitable — sudoraohacker · 2026-10-27