do you see deepseek drastically pulling away market share from the these two labs?
given all of the hoopla around deepseek on social media and reddit, it seems like the individual consumer market is fairly fickle and will alternate to different models if given the option.
Great read! I'm curious about the impact of this API. Specifically, how much revenue is being generated through its use, the estimated number of companies utilizing the API, and the revenue these companies are generating as a result. If you have any data on this, please share it.
As Anthropic’s API gains traction, the competition in AI infrastructure is no longer just about innovation—it’s about strategic alliances.
Thanks for this great analysis!
> here are a few of the publications and reports I used to triangulate various datapoints
It would be great if you could share more details on what data points you used for your triangulation process!
do you see deepseek drastically pulling away market share from the these two labs?
given all of the hoopla around deepseek on social media and reddit, it seems like the individual consumer market is fairly fickle and will alternate to different models if given the option.
Great read! I'm curious about the impact of this API. Specifically, how much revenue is being generated through its use, the estimated number of companies utilizing the API, and the revenue these companies are generating as a result. If you have any data on this, please share it.
I really like your Newsletter, let me know if you ever want to do a guest post sometime! Connect with me on LinkedIn in a DM.