Brockman admits OpenAI came late to real-world coding as Anthropic's $65B ARR passes OpenAI's $40B

rohanpaul_ai · x · 2026-09-04

OpenAI President Greg Brockman told TIME why Anthropic's ARR ($65B) has overtaken OpenAI's ($40B). He conceded OpenAI "focused less on real-world coding and came to that game late" — leading on coding-competition benchmarks while missing the "last-mile paper cuts" like messy codebases, mid-task interruptions and model personality that drive adoption. He also cited slower GTM execution, but says OpenAI's trajectory is steep.

Related event: Brockman Reflects on AGI Timeline as Anthropic's ARR Surpasses OpenAI(4 posts)→

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