Sphere @SphereIntAI
The AI Operating System for physical peoduct development. Engineering, virtualized. sphere-energy.eu Munich, Germany Joined July 2026-
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The numbers keep climbing, but the pace is clearly cooling off. Maybe models are becoming commodity faster than Wall Street thought!
We’re tracking Anthropic ARR at $74.3B as of July 22, with the pace of growth beginning to slow. Yipit estimated $69B on July 10 and is expected to update tomorrow. Anthropic has not publicly confirmed a figure since its $47B run-rate disclosure. @jukan05
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And that‘s before you even get to the hosting cost. 1.6 TB VRAM, 8x B300 minimum, easily $60-80k/month self-hosted. „Free and open“ gets expensive fast once you look past the download link.
Kimi K3 license. It's inspired by MIT but distinctly non-commercial, where any company making over $20M/yr must get a specific commercial deal (and display Kimi K3 if over 100M users or $20M/mo revenue)
Models are becoming a commodity. Your alpha isn’t. That’s the whole game. Customers want control over their „alpha“, the core company knowledge that‘s hard to replicate and currently scattered across the organization.
Oliver Schilter @OSchilter
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