> The near billion users OpenAI has
They're losing market share and the growth of active user plateaued. They captured all the normies who learned about llms on TV but these people will never spend a cent as you said.
They're not even on the top 10 most used llms on openrouter anymore: https://openrouter.ai/rankings
At the current pace anthropic will make more money than openai soon: https://epochai.substack.com/p/anthropic-could-surpass-opena...
https://menlovc.com/wp-content/uploads/2025/07/2-llm_api_mar...