SemiAnalysis ·

Analysis: Anthropic's subscriptions offer ~5x more API-equivalent value per month than OpenAI's for agentic workloads with Claude Opus 5.5 vs. GPT-6.1 Sol

Limit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXAI, MiniMax, Moonshot, Z.ai, Cursor, and Cognition

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In this story Anthropic Claude Opus 5.5 GPT-6.1 Sol OpenAI

Analysis: Anthropic's subscriptions offer ~5x more API-equivalent value per month than OpenAI's for agentic workloads with Claude Opus 5.5 vs. GPT-6.1 Sol

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SemiAnalysis — Analysis: Anthropic's subscriptions offer ~5x more API-equivalent value per month than OpenAI's for agentic workloads with Claude Opus 5.5 vs. GPT-6.1 Sol ↗

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Ramp: Ramp's July AI index: Anthropic's market share hit 43.5%, widening its lead over OpenAI; Fable 5 is only 6% of tokens businesses bought, likely due to high cost

Bloomberg: A look at differing revenue calculations of Anthropic and OpenAI, as Anthropic books gross sales through cloud partners, while OpenAI records only its net share

Reuters: OpenAI cuts GPT-5.6 Sol's API and credit prices by over 20% for the next three months, to $4/1M input tokens and $20/1M output tokens

Financial Times: SemiAnalysis estimates ~90% of Anthropic's business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients

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