Anthropic's 80% API revenue share signals OpenAI should prioritize API over subscriptions
bindureddy · x · 2026-10-27
Bindu Reddy argues Anthropic's revenue disclosure carries good news for OpenAI: 80% of Anthropic revenue comes from API, not subscriptions, so OpenAI should focus on API business; discounting could 10x API usage while margins remain healthy. His core advice: build great models, stop worrying about features.
Related event: Anthropic S-1 Reveals Soaring Revenue, Customer Bans and Skepticism(77 posts)→
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