tae kim(@firstadopter):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 #"

tae kim

@firstadopter

"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs Subscribe "Be so good they can't ignore you"

参加 October 2008

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tae kim@firstadopter

2026.09.24 20:17

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 #"

Guillermo Rauch@rauchg

2026.09.24 20:15

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: