GLP-1 drugs earn about double OpenAI plus Anthropic revenue

Ben Todd cited data showing the two biggest GLP-1 drugs earned about double the combined revenue of OpenAI and Anthropic in 2025, though discussants noted Anthropic's growth curve already outpaces the drugs, with coding agents estimated to make up about half of AI revenue.

2026-10-13 ~ 2026-10-13 · 3 related posts

• Anthropic revenue already exceeds two blockbuster drugs combined, X users note — ben_j_todd · 2026-10-13
• Two GLP-1 drugs outearn OpenAI and Anthropic 2-to-1, a case for AI-driven R&D — Afinetheorem · 2026-10-13
• Coding agents may account for roughly half of all AI revenue, estimates Ben Todd — ben_j_todd · 2026-10-13