@GergelyOrosz: It's interesting to see how Anthropic seems to have overtaken OpenAI in ARR (based on this third-party, unofficial trac…
Summary
Gergely Orosz notes that Anthropic has overtaken OpenAI in annual recurring revenue (ARR) based on a third-party tracker, with Anthropic at $74.1B versus OpenAI's $41.3B as of July.
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Cached at: 07/24/26, 07:06 AM
It’s interesting to see how Anthropic seems to have overtaken OpenAI in ARR (based on this third-party, unofficial tracker) around March, when the Department of War labeled Anthropic as a supply chain risk (as I understand, it still is, as the leading US AI company…)
TickerTrends 🔬 (@tickerplus): Anthropic remains well ahead in ARR, but OpenAI has recently accelerated.
TickerTrends is now tracking Anthropic at $74.1B versus OpenAI at $41.3B, with OpenAI’s run rate rising from $33.0B in May to $41.3B in July.
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