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While TFA is pretty much a rant and heavily biased towards OpenAI losing, it's quite comprehensive and very well researched, props to the author. There's one s
by moralestapia 2y ago
While TFA is pretty much a rant and heavily biased towards OpenAI losing, it's quite comprehensive and very well researched, props to the author.
There's one sentence that stuck out for me:
"as previously discussed, ChatGPT is the only Large Language Model company with any meaningful userbase"
I kind of "felt" this was true but never saw the numbers, I followed the link [1], and found this jewel:
"Anthropic's Claude: Two million (!) monthly active users on the Claude app, 8.2 million unique monthly visitors to claude.ai."
My only reaction is ... HAHAHAHAHAHAHAHAHAHA!
I wish I could short that crappy company.
1: https://www.wheresyoured.at/wheres-the-money/ https://www.wheresyoured.at/wheres-the-money/
- esafak 2y agoThat does not capture API usage. I use Claude every day but never through the app. It is very far from crappy. It is top tier.
- azemetre 2y agoI don't think they are differentiating between types of users, just amount of users.
- esafak 2y agoYou can't count the amount of users by looking at app usage; it's not representative.
- moralestapia 2y agoMy two cents of common sense would suggest that API usage looks very similar.
- esafak 2y agoHow would they look similar? I just told you I don't use the app at all, not 50%/50%? Anthropic targets the enterprise, while OpenAI targets the consumer. Anthropic's primary product today is the API.
- moralestapia 2y agoBy similar, I mean that OpenAI API usage should also be disproportionately higher than Anthropic's. But you're free to prove me wrong with some data!
- esafak 2y agoShow me the data. App usage is not reflective of API usage; that should be obvious.
- moralestapia 2y agoI don't have the data, and you know what else I don't have? The burden of proof.
- esafak 2y agoThen feel free to short Anthropic or whatever based on the data you don't have...
- moralestapia 2y agoYou can't short a private company, wtf. But thanks for letting me know the level of discussion that's taking place here, lol.
- MajimasEyepatch 2y agoThe article you linked says that 60-75% of Anthropic's revenue comes from API calls (which would include things like Cursor).