openai burns the boats

OpenAI's GPT-5 launch at $10 per million tokens, about a tenth of Anthropic's $75 Opus price, is presented as a deliberate choice to give up inference margins in favor of advertising. Anthropic rose from 12% to 32% of the enterprise LLM API market in the eighteen months to mid-2025, and Dario said in an interview that its inference was already profitable. OpenAI's $3.6 billion in consumer subscriptions far exceeds its $1.4 billion in API revenue, and its hires of Kate Rouch as CMO and Fidji Simo as head of applications are cited as signs of an ads push.