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OpenAI and Anthropic Revenue Breakdown
Breaking down revenue growth, the consumer subscription businesses and the importance of partnerships to the API business
While a lot of this is largely compute and headcount, their business skew more towards they API, which if it does indeed support higher gross margins in the short to medium term, may be beneficial. For Anthropic, that distribution, in the form of their partnership with Amazon to allow their models to be made available on AWS Bedrock seems to be driving the vast majority of their revenue. A large reduction in inference costs over time to improve margins on the subscription products / API
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