Anthropic: The Most Unlikely Comeback Story in the History of AI
In January 2024, OpenAI was generating $2 billion in annual revenue. Anthropic was a rounding error at a reported $87 million. ChatGPT had hundreds of millions of users. Claude had almost none. By April 2026, the lines crossed. Anthropic hit a reported $47 billion run rate while OpenAI sat at a reported $25 billion, with 30 times fewer users.
This is the story of how that happened.
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