tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs
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Joined October 2008
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October ARR is gonna be good my friends
OpenAI and Anthropic have both seen spending on their models rise strongly over the past 12 weeks.
The Anthropic jump corresponds to the Opus 5.5 launch while OpenAI's GPT-6 Astra kicked off their jump in early Sept.
Data from users on OpenRouter.
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