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tae kim

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Baker cites OpenRouter: OpenAI 20%→50% vs Anthropic since June. Talia notes token vs revenue share diverging; Baker agrees OpenAI is discounting.
Thu, 17 Sept 2026 · 07:25 ET Discussion top-replies
Ramp's Ara Kharazian says Astra takes 13% of enterprise AI spend vs Fable at 8%; he frames Anthropic's pace-the-frontier call as already losing adoption. Replies split on whether Ramp is the right sample.
Tue, 15 Sept 2026 · 15:30 ET Discussion top-replies