Executive Summary Anthropic faces a specific challenge in early 2026: Claude’s technical superiority is undermined by aggressive usage throttling driven by infrastructure constraints. The company’s $50 billion investment in U.S. data centers will address this by year-end, but in the interim, power users are defecting to OpenAI not because ChatGPT is better, but because it’s…
Executive Summary In August 2025, the #keep4o movement demonstrated measurable demand from ChatGPT Plus subscribers for access to GPT-4o’s original behavioral parameters. With over 10 million Plus subscribers, this represents a significant revenue opportunity through a premium tier offering. Conservative projections estimate $600 million to $1.2 billion in annual recurring revenue from existing subscribers. Market…