AllThingsVentured
@AllVentured
Bold and unfiltered takes on trade, shipping, and commodities. Not investment advice.
Joined August 2019
1.2K Following 13.7K Followers
Massive deceleration in ARR growth for OpenAI and Anthropic. And most of this deceleration came BEFORE both dropped new models that are 80% cheaper for a similar level of intelligence. The outright decline in combined ARR is near.
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