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$KONNEX

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Snapshot Window: 2026-07-10 19:20 UTC ยท โ† Back to Crypto Overview

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Total Engagement - Comments: 3, Retweets: 0, Likes: 3, Impressions: 22

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@ridark_eth

GPT-5.6 SOL AT $30, TERRA AT $15, LUNA AT $6 IS THE REAL STORY The video may be fake news. The pricing logic is not. If OpenAI ships 3 tiers, it is admitting the obvious: not every task needs the most expensive model in the room. Coding agent? Use Sol. Normal workflow? Use [Spoken audio]: The company is now rolling out its newest model, which it claims is far more token efficient than previous versions, and Kate Rudy is here, and she has more in today's talk. Great to see you, Kelly. Yeah, so that was really Sam Altman's argument earlier on CNBC. The OpenAI CEO said that this new model, ChatGPT 5.6, is 54% more token efficient, to be exact, versus rivals. That efficiency is increasingly what his customers care about. customers care about, Altman said earlier, that the buzz right now is all about that in Silicon Valley. And according to the CEO, enterprises are now thinking about their budgets and the value they are getting in exchange. This newest model, it's 5.6, as mentioned, was announced last month, but it was limited to a smaller group of partners after the government asked the company to scale back that release. These tech upgrades are increasingly important, more important than ever for OpenAI. It has filed to go public and is now trying to defend what has been a dominant market share. Historically, data from market intelligence firm SensorTower now shows OpenAI's market share slipping to 46%. That was 60%. Late last year, you have Google and Anthropic, really the ones here seeing the biggest gains. Those numbers mostly reflect consumer dominance and enterprise is still very much the battleground. It's also a lot more profitable. Anthropic is the enterprise leader. It brings in about $2.76 per user. That is up from 50 cents just a year ago, mostly thanks to coding, OpenAI is closer to $1.75. All right, whoa, whoa, leave us. Do you know I love this chart? And we have to talk about it. I'm so glad you use it. Okay, this chart's great. We need to talk about Bernanke. But I have to talk about this for just one more second. How much did you say they all make? Okay. Yeah. So this is according to Sensor Tower. And again, these are private companies. So these are estimates. Anthropic, $2.76, I believe it was, per user. Average revenue per user. OpenAI, $1.76. So they have been the dominant consumer business and they're trying to monetize this with advertising but it just shows how profitable coding is and that enterprise is versus open AI but also 50 cents a year ago, not even a year of September that they're looking at. That's shocking. And May in 2026 was that jump. I mean, it really speaks to also the obsession with investors and anthropic. You just don't see growth rates like that in tech historically.

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