openai burns the boats - by Ethan Ding - mandates

ethanding.substack.com · 1,827 words · saved by 1 readers

the $334 machine that openai is aiming at anthropic

openai office, circa july 2025 by mid-2025, anthropic had done the impossible. they'd taken 32% of the enterprise llm api market from openai. up from 12% just eighteen months earlier. inference was profitable for anthropic. not "path to profitability." not "unit economics positive." actually profitable, according to an interview with their ceo now if this is true for anthropic, this could also be true of openai — making a world where training models and providing inference, could see ec2-like margins over the long term then last week, openai dropped gpt-5 at $10 per million tokens at…

openai burns the boats - by Ethan Ding - mandates

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