Anthropic becomes the 'Apple of AI': Most revenue despite being most expensive

amelius

> Apple of AI Except Apple does not really innovate. They just polish until it looks shiny. Just look at the upcoming flip phones, but the examples are numerous.

mr_toad

My hot take: the only people willing to pay for LLMs are using it for code generation, and they prefer Claude.

asar

I think the reason is that after all the benchmark comparisons, anthropic models still perform much more reliably and better in day to day use. Every day now there is a new supposedly fable level model that then somehow completely vanishes in a couple of days. While fable is still the best model and if only it were cheaper less people would be hating I suppose. This really reminds of the spec comparison obsession android users had in the 2010s. Every 6months an 'iPhone killer' was released, but they were only ever superior in total isolation.

dzonga

the credibility of using vercel data - means the journos were lazy. vercel is mostly used by the 'next.js' kids - so that ain't gonna paint the full picture. again vercel is just reselling aws services at high marked up prices - so people paying for vercel again are most likely to pay for anthropic models. though we know models are a commodity at this point - without major differentiation. what a lazy analysis.

exabrial

Great, can we have thought traces back yet?

sscaryterry

Nope, Apple delivers the best hardware out there, Anthropic doesn't, they dumb dound, nerf it, put in constraints. Yes, Apple provides a closed ecosystem, this isn't news. Anthropic is manufacturing the closed ecosystem themselves now, trying to capture via regulation.

erelong

They do seem to have done a "better" job of marketing But are disappointing like Apple for being a "closed" ecosystem

alok-g

This may not last as long with alternatives catching up. Markets would have more 'inertia' for hardware and app ecosystems than for subscription-based software/AI.