Opus

includes Opus Four Five

4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Sep 30, 2025 by Dylan Patel · across every show →

Everything said about Opus, oldest first

Sep 30, 2025 neutral
Assertion Not checkable as stated
Patel: Almost all Anthropic revenue comes from Sonnet, not Opus
“All of their revenue comes from four Sonnet. Doesn't come from 4.1 Opus, right? Which is the better model. It's bigger, but it's slow. Because the hardware's not caught up in terms of inference speed for that, and so no one wants to use a slow model, right? Th…”
Dylan Patel Sep 30, 2025 ▶ 8:24 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
May 13, 2026 positive
Assertion Not checkable as stated
Cutting Anthropic's Opus prices triggered a massive demand surge via Jevons paradox
“The changing the pricing for Opus actually, you know, you see this Jevons paradox, right? Like we lowered the price of it, but the consumption went up way, way more than what you would have expected.”
Krishna Rao May 13, 2026 ▶ 35:20 Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
May 13, 2026 positive
Assertion Not checkable as stated
Rao: Every Opus generation multiplies token processing efficiency
“In our case, we actually see both improvements, huge improvements in capability, but also in model efficiency. And so if you look at going from Opus, you know, four to four, five, four, six, and now four, seven, You know, each one of those leaps, they're not e…”
Krishna Rao May 13, 2026 ▶ 9:15 Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
May 20, 2026 neutral
Assertion Contradicted
Baker: Claude Opus generates 70% fewer tokens per question
“There's an analysis Claude is even on Opus is generating 70% less tokens for the exact same question.”
Gavin Baker May 20, 2026 ▶ 9:29 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
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