They've reached this much. Key poitns: OpenAI dominates in consumer subscriptions ($5.5B vs $0.7B) Business partnerships show OpenAI's strength ($3.6B vs $0.8B) Anthropic takes the lead in API revenue ($3.1B vs $2.9B) Anthropic's Claude Code brings in $0.4B in a category OpenAI doesn't compete in What's particularly interesting is that $1.4B of Anthropic's API revenue comes from Cursor & GitHub Copilot alone! As AI continues reshaping industries, these numbers highlight the massive economic impact of foundation models. Which company do you think will outperform these numbers? (well, it's my job to figure them out) #ArtificialIntelligence #AI #AIRevenue #TechTrends #OpenAI #Anthropic #FutureOfAI #BusinessIntelligence #AIEconomy #VC #SiliconValley
Their showdown reminds me of the Dropbox vs. Box drama around 2010-2012+ when people kept comparing them and Aaron Levie decided to target enterprise instead of B2C.
We literally switched our cursor API model from anthropic to all openai in the last week since gpt 5 came out. There's no moat at all for coding model apis
Data Scientist | Predictive Modeling & Experimentation
2moAnthropic vs OpenAI - Nabeel Zafar