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Anthropic revenue tied to two customers as AI pricing war threatens margins

VentureBeatFriday, August 8, 2025 at 11:35:35 PM
NegativeTechnologyAI industry
Anthropic revenue tied to two customers as AI pricing war threatens margins
Anthropic, the AI company behind Claude, is heavily reliant on just two major customers—Cursor and GitHub Copilot—for its $5 billion revenue run rate. Meanwhile, OpenAI's cheaper GPT-5 is putting pressure on Anthropic's pricing, raising concerns about profit margins and the risks of depending too much on a small number of clients.
Editor’s Note: This story highlights how even successful AI startups like Anthropic aren't immune to market pressures. With OpenAI slashing prices, smaller players could struggle to compete, and over-reliance on a few big customers could backfire. For businesses using AI, this might mean more affordable options—but it also signals turbulence ahead for the industry.
— Curated by the World Pulse Now AI Editorial System

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