Claude's enterprise-level approach is indeed solid this time. OpenAI is still rushing down the path of burning money to drive growth, and the landscape of the industry is about to change.

According to The Information, Anthropic's annual revenue is close to $45 billion, at least 35% ahead of OpenAI; but by the end of 2025, the gap is significant, with Anthropic at about $9 billion, only roughly half of OpenAI's. Subsequently, Anthropic's growth is about 5 times, while OpenAI's growth is around 50%. Anthropic mainly relies on enterprise AI, code generation, and white-collar scenarios, possibly already achieving quarterly profitability; OpenAI still faces pressure from computing power and consumer business costs.