tae kim(@firstadopter):Exactly what I've been writing and saying. OpenAI had been gaining share since July and then Anthropic's September 22 release of Opus 5.5 won some of it back. Competition is a good thing. Analysts need to assess product release quality and momentum from a bottoms up basis rather than blindly extrapolating with their 20-tab Excel models. Product, product, product.

2026.10.31 21:22

Exactly what I've been writing and saying. OpenAI had been gaining share since July and then Anthropic's September 22 release of Opus 5.5 won some of it back. Competition is a good thing. Analysts need to assess product release quality and momentum from a bottoms up basis rather than blindly extrapolating with their 20-tab Excel models. Product, product, product.

Peter Walker@PeterJ_Walker

2026.10.31 20:51

Anthropic vs OpenAI so far in 2026 - Clearly OAI got back in the game with steady gains in spend share throughout the year - Tokens go kinda wild with the introduction of Luna + new Haiku - Opus 5.5 reversed the trend Sweet, sweet competition