Ben Todd: Anthropic's growth slowdown stems from losing market share to OpenAI, not weaker AI value
ben_j_todd · x · 2026-11-10
Responding to discussion of Anthropic's slowing Q3 revenue growth, Ben Todd notes revenue is still growing faster than compute spending, and argues the relative slowdown is due to losing market share to OpenAI — not because AI is less useful.
Related event: Anthropic slowdown reflects market share loss to OpenAI, not AI fatigue(2 posts)→
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