skmurphy
2 hours ago
Key points
Concentration risk is any single exposure or group of exposures with the potential to produce losses large enough (relative to capital, total assets, or overall risk level) to threaten a financial institution’s health or ability to maintain its core operations. (from https://ncua.gov/regulation-supervision/letters-credit-union...)
80% Of OpenAI And Anthropic’s Enterprise Revenues Come From 1% Of Its Customers, Which Skew Heavily Toward AI Startups Subsidized By Venture Capital
Anthropic and OpenAI Are Dependent On Artificial Revenue Driven By Unprofitable Venture-Backed AI Startups For Billions Of Dollars Of Revenue
cma
an hour ago
> 80% Of OpenAI And Anthropic’s Enterprise Revenues Come From 1% Of Its Customers, Which Skew Heavily Toward AI Startups Subsidized By Venture Capital
They add a note that:
> with the caveat that it doesn’t include massive players like Microsoft or major banks, and customers can opt out of being included in research.
skmurphy
an hour ago
I agree, the headline lacks the nuance of what Zitron includes in the footnotes. What is your estimate of concentration risk of AI use in VC-backed startups? Do you think there is more enterprise use that is not captured and it's more like 40% or 20%. I am not trying to be argumentative, I am trying to get a sense of other viable alternatives.