Anthropic, with a $5B run rate, heavily relies on Cursor and GitHub Copilot for revenue, facing threats as OpenAI's cheaper GPT-5 competes with Claude, leading to concerns about customer concentration risks and pressure on enterprise AI costs.
- Anthropic, with a $5B run rate, heavily relies on Cursor and GitHub Copilot for revenue, facing threats as OpenAI’s cheaper GPT-5 competes with Claude, leading to concerns about customer concentration risks and pressure on enterprise AI costs.
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