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OpenAI is 80% product revenue and 20% API revenue. Anthropic is 40/60 in the other direction, but Mike Krieger is now CPO and trying to change that. Amazon is l
by conradev 2y ago
OpenAI is 80% product revenue and 20% API revenue. Anthropic is 40/60 in the other direction, but Mike Krieger is now CPO and trying to change that. Amazon is launching a paid version of Alexa. Google is selling their Gemini assistant (which is honestly okay) and NotebookLM is a great product. Meta hasn't built a standalone AI product that you can pay for yet.
The combination of the latest models in products that people want to use is what will drive growth.