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8 slides1:41:11EN
Matthew Berman· Apr 22, 2026Anthropic’s Usage Limits, Compute Constraints and Competition: A Livestream DiscussionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines Claude Code pricing tests, third-party agent rules and capacity pressures, contrasting Anthropic’s approach with OpenAI and other competitors.AnthropicCoding agentsInfrastructure & deployment+2
7 slides18:33EN
Matthew Berman· Jan 19, 2026OpenAI's Revenue, ChatGPT Go and Ads: A 2026 Strategy AnalysisMatthew Berman · Forward FutureMatthew Berman connects OpenAI’s revenue disclosures, a lower-priced subscription and planned advertising to a wider competition for AI users. The financial estimates and market scenarios are distinguished from company disclosures.Product StrategyPricing StrategyMonetization+1