Ben Todd: Anthropic's growth slowdown is market-share loss to OpenAI, not weaker AI
ben_j_todd · x · 2026-11-10
Discussing Anthropic's Q3 revenue growth slowdown (with an Understanding AI chart), Ben Todd argues the relative slowdown stems from losing market share to OpenAI, not from AI becoming less useful — reframing the debate from AI's value to competitive dynamics.
Related event: Anthropic slowdown reflects market share loss to OpenAI, not AI fatigue(2 posts)→
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