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Anthropic Claude’s official revenue surpasses OpenAI ChatGPT for the first time
January 2025: Anthropic ARR reaches $1 billion
April 2026: Anthropic ARR reaches $30 billion
15 months, from $1 billion to $30 billion
OpenAI is now at $24 billion
This company was founded by a group of people who left OpenAI. Now, they turn around and overtake their old employer
The tougher part is right here
Anthropic achieved all of this, yet its model training costs are 4 times less than OpenAI’s
OpenAI has 900 million weekly active users. Most of them don’t spend a cent
Anthropic has 300,000 enterprise customers. 80% of its revenue comes from the enterprise side
This is a completely different business model—and it’s winning
Now, over 1,000 companies spend more than $1 million a year on Claude
In less than two months, this figure doubled
Among the Fortune 10, 8 are Claude customers
OpenAI’s goal is to break even by 2030, while Anthropic expects positive cash flow in 2027—
a full 3 years earlier
Don’t forget: Anthropic was founded in 2021
In under 3 years, it went from zero to the fastest-growing company in U.S. business history
The AI race was originally thought to be OpenAI versus everyone else. Now, the chessboard has changed