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tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #
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# new bestseller first 24 hrs Subscribe Tell the truth. Be accurate. Be right
加入 October 2008
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tae kim
@firstadopter
2026.10.31 21:29
October ARR is gonna be good my friends
Peter Walker
@PeterJ_Walker
2026.10.30 21:52
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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