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anthropic just hit $79.5B ARR. openai's last known run rate: ~$33B.
so the "default AI company" is now getting outearned 2:1 by anthropic at the top of the market
while grok 4.5 undercuts it at the bottom at half the per-task cost.
squeezed from both ends. sam's real moat was being first, and that's gone.