80% of OpenAI and Anthropic's enterprise revenue comes from just 1% of customers
deliprao · x · 2026-09-03
Citing a Kalshi post, deliprao highlights that 80% of OpenAI and Anthropic's enterprise revenue comes from just 1% of customers.
The figure underscores how concentrated AI lab revenue really is: a tiny cohort of heavyweight buyers drives the bulk of enterprise income, suggesting actual paid adoption among smaller businesses may be far thinner than headline customer counts imply.
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