OpenAI and Anthropic growth slows as AI compute costs spiral

OpenAI and Anthropic growth slows as AI compute costs spiral

Yesterday
Let's Data Science AI SprinklerAS Borrowed Frontier Ai

The Gist

  • Both companies face declining revenue per token
  • Infrastructure costs now exceeding 60% of revenue
  • Enterprise adoption lags behind consumer hype cycles
  • Shows limits of current LLM economic models

RevBots.ai View:

The AI Sprinkler approach fails when vendors can't align infrastructure costs with customer value realization timelines.

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