Anthropic's $65B ARR tops OpenAI's $40B, but the accounting differs
rohanpaul_ai · x · 2026-09-04
OpenAI President Greg Brockman explained why Anthropic's ARR ($65B) overtook OpenAI's ($40B), admitting OpenAI was late to focus on real-world coding.
@rohanpaulai adds an accounting caveat: Anthropic typically books the full value of Claude sales through cloud partners as revenue and records the provider's cut as an expense, while OpenAI records only its own share for some partner-distributed revenue — making Anthropic's headline number "grosser" than it appears.
Related event: Brockman Reflects on AGI Timeline as Anthropic's ARR Surpasses OpenAI(4 posts)→
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