OpenRouter data shows Anthropic's average daily token usage grew about 3.5x in one month
OpenRouter data shows that Anthropic's 7-day average token usage rose from about 0.65T/day on September 22 to about 2.25T/day on October 24, roughly 3.5x. The tweet cites Gavin Baker, who said Anthropic's ARR may have risen sharply in October after it lowered token prices, and noted that a similar situation has occurred across the entire AI market, with GPU rental prices rising while token prices fell.
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OpenRouter data shows that Anthropic's token usage grew about 3.5x within roughly one month after its price cut, serving as a concrete sample for observing the relationship between price and usage.
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View original postI am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices. Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined. $100b plus in year-end ARR looks possible again.
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I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices. Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined. $100b plus in year-end ARR looks possible again.
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OpenRouter shows Anthropic’s 7-day token average rising from about 0.65T a day on September 22 to about 2.25T on October 24, roughly 3.5x. https://t.co/o1r8thzZZ0