Open-weight AI models, which anyone can download, handle 19% of US companies’ AI usage, up from 11% a year ago. They get 4% of the spending.
Their average price fell 3.3x in a year, says Menlo Ventures, an Anthropic investor. The most capable “frontier” models handle 42% of usage but get 63% of spending. So far, models are commodities at the cheap end, not the top.
Anthropic could list next week at up to $1.4 trillion. Its filing warns customers may conclude frontier gains “do not justify the additional cost.” Last quarter, price cuts cost about $600 million, yet revenue rose to $17.0 billion. After the IPO, that test comes every quarter.
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