Anthropic hits ~$65B ARR vs OpenAI's $40B as Brockman admits being late to coding
rohanpaul_ai · x · 2026-09-04
OpenAI President Greg Brockman explained why Anthropic pulled ahead on ARR, with figures cited at $65B for Anthropic vs $40B for OpenAI.
Key data points:
- End of 2025: OpenAI officially disclosed over $20B ARR for 2025, while Anthropic was around a $9B run rate — clearly behind.
- February 2026: Anthropic officially disclosed $14B run-rate revenue.
- May 2026: Anthropic surpassed $47B, having materially overtaken OpenAI during the year.
Brockman's own diagnosis comes down to one narrative: "We focused less on real-world coding, and we came to that game late." OpenAI kept leading on coding competition benchmarks while Anthropic captured the actual coding market.
Related event: Brockman Reflects on AGI Timeline as Anthropic's ARR Surpasses OpenAI(4 posts)→
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