Cramer: OpenAI and Anthropic Revenue 'Isn't Apples to Apples'
In one line: Jim Cramer reportedly argued that OpenAI's and Anthropic's revenue figures can't be directly compared.
Key points
- According to Benzinga, CNBC host Jim Cramer said the two AI companies' revenue "isn't apples to apples."
- The remark is read as a caution that OpenAI and Anthropic have different revenue mixes and business models, making a straight comparison misleading.
- The report framed the comment alongside Microsoft (MSFT), likely because of its role as a major OpenAI investor and partner.
Why it matters
As AI companies' revenue numbers increasingly drive investment decisions, how those figures are read is becoming the real debate. Revenue weighted toward consumer subscriptions versus enterprise API usage can imply very different quality and growth, so a surface-level comparison may distort the picture.