OpenAI and Anthropic's Token Strategy Questioned — SkimNews
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- OpenAI is asked to start 100 companies that leverage frontier models, though the post immediately calls the headline figure an exaggeration.
- Anthropic is added to the broader proposal of starting a company around frontier models and building its own products.
- OpenAI is challenged on whether selling tokens should remain its primary money-making strategy if the models are already highly capable.
- Anthropic is asked whether commoditization and declining model prices point to more money on the application side than on the utility side.
Why it matters: The debate puts OpenAI and Anthropic’s own product businesses against their token-sales model. Falling prices and commoditization make application-side revenue the post’s proposed alternative, while the headline benchmark of 100 companies is explicitly dismissed as exaggerated rather than treated as a serious target.
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