Payments group Ramp analyzed data from 70,000 companies and found that corporate spending on Anthropic's Fable 5 model has plateaued at approximately 11% of total outlays for the firm's AI tools. The top-tier model has seen low adoption more than two months after its release, while the cheaper Opus 5 model, launched in late July, has already surpassed Fable 5 in total enterprise spend. The trend highlights a reversal in the industry's reliance on model power to drive revenue as businesses prioritize cost over marginal performance gains.
Anthropic told shareholders that July revenue hit $65B on an annualized basis, up from $47B in May. The figure undershot the $80B annualized sales projection held by the company's most bullish investors. For most corporate tasks, the price difference of a premium model outweighs a 10% or 20% increase in intelligence, according to analysis of the usage patterns.
Key sources
- SOURCE@art_zucker“Anthropic’s best AI model struggles to attract users as cheaper tools thrive”x.com
- SUPPORT@maxforai“对于大量真实工作，模型能力到了某个水平以后，继续提升 10%、20%，用户的体验可能没差多少，但价格差距却非常明显”x.com
- SOURCE@burggrabenh“Spending on Fable 5, Anthropic’s largest and priciest model, has plateaued at only about 11 per cent of overall outlay on the company’s tools”x.com
- SUPPORT@burggrabenh“revenue last month hit $65bn on an annualised basis, up from $47bn in May”x.com
- SUPPORT@kimmonismus“Fable 5 is too expensive, while cheaper models are already good enough for most tasks”x.com
- SUPPORT@kimmonismus“Source https://t.co/GJfPF0kbCm”x.com