Description
Anthropic beat OpenAI twice. Only one of those wins is a real number.
Win one, valuation. Back in May, Anthropic closed at $965 billion. OpenAI sits at $852 billion. Both companies announced those figures themselves, so that comparison is about as solid as private-company numbers get.
Win two, revenue. On 17 August Bloomberg reported Anthropic's revenue run rate hit $65 billion, against OpenAI's $40 billion. That one needs three caveats.
A run rate is one month of income multiplied by twelve. It's a projection, not money earned. Anthropic has not confirmed the figure. Bloomberg saw documents, the company said nothing. And both TechCrunch and Axios note the two companies may not count revenue the same way, so it isn't like for like. OpenAI's $40 billion came from an internal message, not a filing.
So Anthropic is winning. On one number that was paid, and one that was estimated. And nobody has published what it costs to earn either.
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