ACM

Anthropic revenue tied to two customers as AI pricing war threatens margins

Anthropic faces risks as $5B run rate leans on Cursor and GitHub Copilot as OpenAI’s cheaper GPT‑5 undercuts Claude, spotlighting customer concentration risks and enterprise AI cost pressure.
Anthropic faces risks as $5B run rate leans on Cursor and GitHub Copilot as OpenAI’s cheaper GPT‑5 undercuts Claude, spotlighting customer concentration risks and enterprise AI cost pressure.Read More

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