How Anthropic Became Worth MORE Than OpenAI
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Anthropic recently filed at a $965 billion valuation, surpassing OpenAI's $852 billion filing in the same week. Anthropic's higher valuation is backed by stronger business fundamentals: ~$30B annualized revenue vs OpenAI's ~$25B, a 70% enterprise win rate, and a projected profitability timeline of 2028 vs OpenAI's 2030. However, OpenAI still dominates consumer mindshare with 95 million weekly active users compared to Claude's undisclosed numbers. The key market thesis is that enterprise revenue compounds faster than consumer user growth, though declaring a clear winner remains premature.
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