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80% of OpenAI and Anthropic's Revenue Comes From 1% of Customers
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New Ramp data says 80% of OpenAI and Anthropic's enterprise revenue comes from 1% of their customers, a concentration risk unseen in any other software category. Eric and Neil dig into what that means for the AI trade and for every company betting on it. Then Tomasz Tunguz's five-year writing data: AI didn't reduce his editing, it raised the quality floor, and the weakest…
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