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Anthropic/OpenAI killing the AI-native B2B slop-SaaS after charging them $300k for tokens. https://t.co/8g1RGfiF50

SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-08-03

SemiAnalysis observes that Anthropic and OpenAI are killing AI-native B2B SaaS startups — which they label 'slop-SaaS' — after first extracting roughly $300k in token revenue from them.

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Extraction

Topics: ai-b2b-saasfoundation-model-competitionplatform-risk

Claims

  • Anthropic and OpenAI are displacing AI-native B2B SaaS companies that built products on their APIs.
  • These SaaS companies paid approximately $300,000 in token costs before being disrupted by the foundation model providers themselves.

Key quotes

Anthropic/OpenAI killing the AI-native B2B slop-SaaS after charging them $300k for tokens.