BUSINESSES ARE CHANGING AI MODEL PROVIDERS MORE OFTEN

Summary from the TLDR Founders newsletter

The monthly share of firms switching providers, averaged over three months, reached a record 8% in September. Anthropic gained significant share in May last year following the launches of Opus 4 and Sonnet 4. Switching declined over the next year until OpenAI introduced price cuts and new model launches in June this year. The intense competition between the two companies could be an early sign that AI models are becoming commodities.