Ask HN Challenges OpenAI and Anthropic’s Token Sales — SkimNews

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- Ask HN submission calls the “100 companies” framing an exaggeration, narrowing the issue to why frontier-model companies sell models as their primary money maker.
- OpenAI and Anthropic are asked why they do not start 100 companies that leverage frontier models to build their own products.
- OpenAI and Anthropic are challenged to compare those model-powered businesses with selling tokens as their primary revenue strategy.
- Ask HN submission cites commodification and declining model prices as grounds for earning more on the application side than in the utility layer.
Why it matters: For OpenAI and Anthropic, the debate is whether the model layer can remain the primary revenue engine in a market marked by commodification and declining prices. The post’s “100 companies” scenario shifts the proposed value capture from token sales to applications and products built on frontier models.
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