Anthropic's revenue in Q2 may not recur at the same scale next year after the collapse of tokenmaxxing, as companies like ATT turn to open source models to save costs

THE big issue for Anthropic is that the kind of revenue they were making in the second quarter of this year may well not recur, at the same scale, next year, now that, in the aftermath of the collapse of tokenmaxxing, companies like ATT are increasingly turning to open source models from other vendors, in order to save costs.

https://garymarcus.substack.com/p/arr-vs-arr-watch-out-for-this-one