SemiAnalysis

Headlines · 2

1. 1d
   OpenAI’s 28-Day Push Starts With GPT-6 Speed Claims and User Skepticism

   OpenAI reportedly began a 28-day Codex and Work improvement push by increasing the default inference speed of GPT-6 Astra and GPT-6.1 Sol by about 50%, according to Tibo and coverage of the announcement. The report says the rollout drew skepticism because user tests allegedly fell short of the claimed 50 TPS and coincided with reports of ChatGPT visual ads, EU text watermarking, and changes to subscription value.

   量子位（原生 RSS） · 🔥 4
2. 2d
   SemiAnalysis: Anthropic subscriptions offer ~5x OpenAI's API-equivalent value

   SemiAnalysis estimates that at the mid-tier model level — Claude Opus 5.5 versus GPT-6.1 Sol — Anthropic subscriptions deliver roughly 5x the API-equivalent value of OpenAI's, while top-tier limits are broadly similar across GPT-6 Astra and Fable 5.1. It estimates Anthropic's subscriptions are only ~10% of revenue but consume over 40% of inference compute, cutting blended revenue per MW by about $36M. OpenAI last week halved the API-equivalent value of its $200 tier and added a $500 tier that offers only 21% more Astra usage than the old $200 plan, with pre-cut $200 plans keeping old limits until October 29; SemiAnalysis also launched a subscriptions dashboard tracking OpenAI, Anthropic, Meta, SpaceXAI, Cursor, Cognition, Z.ai, MiniMax and Moonshot.

   SemiAnalysis · 🔥 4

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