Does the frontier model still command a price? No date yet
Does the first registration statement Anthropic makes public on SEC EDGAR (Form S-1) report customers at 10% or more of revenue that together account for 20% or more of revenue in the latest fiscal year it presents?
Add the shares of revenue the filing gives, in its notes or its risk factors, for each customer at 10% or more of revenue in the latest fiscal year presented.
Source: SEC EDGAR, Anthropic filings (Form S-1 and its amendments)
- The frontier is still paid The dollars stay at the frontier: run-rates in the tens of billions, the hard work routed to closed models, distribution that outlives parity.
- Open weights set the price Open weights months behind the frontier take the volume at a fraction of the token price; a price cut with tenfold usage reads as a price war.
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