A look at differing revenue calculations of Anthropic and OpenAI, as Anthropic books gross sales through cloud partners, while OpenAI records only its net share
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When measuring the race between artificial intelligence leaders OpenAI and Anthropic PBC, investors have run into a problem …
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Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens
Techmeme för 3 tim sedan
Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount
Techmeme för 5 tim sedan
A look at Alpha School, a network of private schools that claims to teach kids 2x as fast using AI; data shows ~50% of K-8 students missed this goal in math
Techmeme för 7 tim sedan
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more
Techmeme för 9 tim sedan