Igor Kotenkov(@stalkermustang):This plot explains why OpenAI had to close $200 subs and why the quota gets cut. Anthropic is dedicating 42% of inference compute to subs, which generate 10% of revenue (10% of $70B ARR is ~$583M/mo). If OpenAI has 30% of revenue from subs - and we know they had 50% in July, but then B2B grew - this would mean OpenAI is spending 20% more compute on serving subs than Anthropic on ALL of inference.

2026.10.05 20:46

This plot explains why OpenAI had to close $200 subs and why the quota gets cut. Anthropic is dedicating 42% of inference compute to subs, which generate 10% of revenue (10% of $70B ARR is ~$583M/mo). If OpenAI has 30% of revenue from subs - and we know they had 50% in July, but then B2B grew - this would mean OpenAI is spending 20% more compute on serving subs than Anthropic on ALL of inference.