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desolate_muffin • yesterday at 2:53 PM • 1 reply • view on HN

And yet, nearly all of enterprise money spent on AI tokens in the US is going to either OpenAI or Anthropic.


Replies

cmiles8 • yesterday at 3:03 PM

That trajectory appears to be changing. Virtually every company I see is shifting more and more to open weight models. Anthropic’s slowing growth rate is already spooking investors and that shift is just getting started.