tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs
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"Be so good they can't ignore you"
Joined October 2008
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OpenAI is taking share from Anthropic
"• Anthropic still #1# in spend, but went 69% → 40%
• OpenAI: 10% → 24% in spend
• GPT-6 Astra + GPT 5.6 Sol are ripping
• OpenAI now leads in tokens #"
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Spend of OpenAI vs Anthropic vs Open
(Vercel AI Gateway, last 2 months)
• Anthropic still #1# in spend, but went 69% → 40%
• OpenAI: 10% → 24% in spend
• GPT-6 Astra + GPT 5.6 Sol are ripping
• OpenAI now leads in tokens #
• Kimi K3 + DeepSeek took ~half of Anthropic's loss
• Opus 5.5 is up to 10% of spend in 2 days
• OpenAI is 62% of image generations
Watch here:
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