This really reminds of the spec comparison obsession android users had in the 2010s. Every 6months an 'iPhone killer' was released, but they were only ever superior in total isolation.
Yes, Apple provides a closed ecosystem, this isn't news. Anthropic is manufacturing the closed ecosystem themselves now, trying to capture via regulation.
vercel is mostly used by the 'next.js' kids - so that ain't gonna paint the full picture.
again vercel is just reselling aws services at high marked up prices - so people paying for vercel again are most likely to pay for anthropic models. though we know models are a commodity at this point - without major differentiation.
what a lazy analysis.
Anthropic is reported to have $11.5B in revenue in 2nd quarter, compared to $787 million a year ago, and $4.73B in 1st quarter. In other words, massive jump. The annual run rate is $47B in May, so probably higher now.
In other word, the article is right —- Anthropic is the vendor with the highest revenue.
https://www.bloomberg.com/news/articles/2026-08-14/anthropic...
But are disappointing like Apple for being a "closed" ecosystem
Except Apple does not really innovate. They just polish until it looks shiny.
Just look at the upcoming flip phones, but the examples are numerous.
Not every product iteration changes the world, but they’ve pushed the industry forwards much more than most.
If they, “don’t really innovate,” who do you think does?
Anthropic.
And applying your very argument, isn't Anthropic just polishing stuff like Transformers and Attention that were invented by other labs?
These were all existing technologies. Apple's contribution is in making them more user friendly for some definition of user and friendly.
> Apple Silicon
They made some improvements here, but they bought an IC designer firm to do it. Most of the real innovation in hardware is still coming from the likes of TSMC, ASML.
I personally don't like or use most Apple products outside of my work MacBook pro, but I recognize the value and innovations there.