OpenAI and Anthropic = 85% of all AI-native revenue ($30B) ...

OpenAI and Anthropic = 85% of all AI-native revenue ($30B) The top 10 companies = 94%. Everyone else—the other 22 companies tracked—is splitting 6% of the pie. https://t.co/DLIc4jXHxO

Prukalpa ✨

x.com

RelatedInsightsHighlights

We just dropped a 12 page AI report on how ~500 execs at US enterprises use generative AI. I read it all so you don't have to. Top 8 takeaways: Anthropic is the #1 model provider in the enterprise, with 40% of ~$37B spend, with OpenAI dropping to #2. 1/8... See more

Deedy

x.com

Good chart by @theinformation on gross margins across AI companies https://t.co/S5RlN7CRDH

Tanay Jaipuria

x.com

super interesting report on @openai's revenue they make 5x more from ChatGPT than they make from every single product that is built on top of OpenAI, in the entire world, combined https://t.co/JinXW4GHZY https://t.co/HTY4c9PqVe

ben

x.com