Sure does.

I imagine a combination of stop loss and market share. If larger shops use up compute, you can't capture as many customers by headcount.

// There was a figure around o3, an astonishing model punching far above the weights (ahem) of models that came after, that suggested the thinkiest mode cost on the order of $3500 to do a deep research. Perhaps OpenAI can afford that, while Anthropic can't.