Comment by wifipunk

Wasn't it announced that Anthropic is having their first profitable quarter right now in Q2? From what I've personally seen it's all driven by enterprise adoption.

Open source/foreign models are already way cheaper and will work just fine for most use cases but a lot of businesses are already pretty locked in to Claude, and with enterprise costing $240 a year at a 20 seat minimum it's a pretty big investment to make and won't be worth migrating unless the gains are significant.