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amluto • yesterday at 11:18 PM • 1 reply • view on HN

I’m wondering whether Opus 5.5 would have caused growth in an absolute sense or just growth relative to competitors.

Anthropic’s market share is pretty high and there is not enough total currently addressed market for growth at the expense of a competitor to make a big long-term difference.


Replies

stingraycharles • yesterday at 11:20 PM

Well what I do know as someone who has a bird’s eye view into many enterprises is that many of them are starting to realize they’re bleeding money to Anthropic and are telling their teams to be more efficient with tokens.