Anthropic's 85% gross margin makes its lead unassailable while OpenAI burns $10B a quarter, says analyst
deedydas · x · 2026-11-15
Investor Deedy argues Anthropic's lead over OpenAI looks unassailable thanks to 85% gross margins and an unusually high compute multiplier.
He acknowledges OpenAI may be paying up to 4x compensation packages to poach talent and has strong new models, but with a reported $10B Q3 operating loss on $10B revenue, he calls the race "all but game over."
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