Ara Kharazian(@arakharazian):If you see this chart, know this is my perspective: the revenue growth path for OpenAI and Anthropic has weakened due to competition. And that competition is from *other* US models, not China / open source.

Ara Kharazian

@arakharazian

Lead Economist @tryramp. I write and publish data on AI, business spend, and the economy at cc: press@ramp.com. Prev economist @square

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Ara Kharazian@arakharazian

2026.09.19 18:29

If you see this chart, know this is my perspective: the revenue growth path for OpenAI and Anthropic has weakened due to competition. And that competition is from *other* US models, not China / open source.

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