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Report: Anthropic Revenue Passes OpenAI for the First Time

In one line: The New York Post reports that Anthropic's revenue has overtaken OpenAI's for the first time.

Key points

  • The New York Post says Anthropic's earnings have surpassed OpenAI's for the first time.
  • Demand for its enterprise-facing API and Claude models is cited as the "revenue engine" behind the growth.
  • Both companies are privately held and do not publish audited financials, so the figures are best read as reported estimates rather than confirmed results.

Why it matters

The claim signals that the center of gravity in the generative-AI race may be shifting from consumer chatbots toward enterprise revenue. If Anthropic cements a lead in the developer and enterprise API market, it could reshape the landscape for investment, talent, and partnerships.

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How this story unfolded

  1. OpenAI's Annualized Revenue Passes $40 Billion, Roughly Doubling in a Year
  2. OpenAI Revenue Run Rate Passes $40 Billion as IPO Nears
  3. Report: Anthropic Revenue Said to Top Starbucks and McDonald's Combined
  4. Anthropic Overtakes OpenAI in Revenue as ChatGPT Falls Below 50% Market Share
LLM
— Large Language Model의 약자로, '거대 언어 모델'이라고 해요. ChatGPT, Claude 같은 AI가 바로 LLM이에요. 엄청나게 많은 텍스트를 학습해서 사람처럼 글을 쓰고 대화할 수 있어요.

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