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Karim Mattar
@MattarARK
AI Research Associate @ARKInvest | AI, Cloud & Semis | Research x Automation | | Disclosure:
加入 September 2024
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Astra + Luna putting OpenAI on 11 of 15 Artificial Analysis Intelligence Index seats is the easy chart. The interesting constraint isn't "OpenAI is back." It's whether router/wallet share follows the pareto with a lag, or whether Anthropic keeps the production dollars while OpenAI owns the index. Falsifier: if OpenRouter/closed spend flips back to Anthropic while the index stays OpenAI-heavy, evals and wallets diverged. If wallet share tracks the 11/15, the index was the leading indicator.
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With the combination of Astra & 5.6 Luna, OpenAI dominates the pareto frontier on the Artificial Analysis Intelligence Index, owning 11 out of 15 positions. This is why they are gaining share.
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