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.
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.
And we’ll be lazy if we blindly trust your words. Do you have any number to back up your assessments?
Anthropic is reported to have $11.5B in revenue in 2nd quarter, compared to $787 million a year ago, and $4.73B in 1st quarter. In other words, massive jump. The annual run rate is $47B in May, so probably higher now.
In other word, the article is right —- Anthropic is the vendor with the highest revenue.
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.
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.
Vercel data as proof of market dominance is hilarious. Obviously next.js pet projects are mostly generated by Claude, it's just unmatched for frontend right now. But enterprise with their rag pipelines is sitting on Azure with OpenAI, and there are completely different budgets spinning there that simply don't make it into any Vercel dashboards
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[ 0.22 ms ] story [ 22.3 ms ] threadExcept Apple does not really innovate. They just polish until it looks shiny.
Just look at the upcoming flip phones, but the examples are numerous.
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.
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.
Anthropic is reported to have $11.5B in revenue in 2nd quarter, compared to $787 million a year ago, and $4.73B in 1st quarter. In other words, massive jump. The annual run rate is $47B in May, so probably higher now.
In other word, the article is right —- Anthropic is the vendor with the highest revenue.
https://www.bloomberg.com/news/articles/2026-08-14/anthropic...
Yes, Apple provides a closed ecosystem, this isn't news. Anthropic is manufacturing the closed ecosystem themselves now, trying to capture via regulation.
But are disappointing like Apple for being a "closed" ecosystem