AI investors are getting nervous about this key metric
TL;DR
OpenAI and Anthropic are bringing in billions in revenue. But signs of slowing growth are raising fresh concerns about the AI boom—and whether the industry’s sky-high valuations can be sustained. OpenAI and Anthropic are bringing in billions in revenue. But signs of slowing growth are raising fresh concerns about the AI boom—and whether the industry’s sky-high valuations can be sustained.
Nauti's Take
For teams, the quality of revenue matters more than the headline numbers: recurring API usage, durable margins, and customers running real production workflows are the signals to watch. Before committing to a provider for the long term, check pricing changes, export options, and whether moving to a cheaper model would require rebuilding your processes.
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