OpenAI and Anthropic earn 10x more than all Chinese AI models combined, per Rhodium
rohanpaul_ai · x · 2026-09-18
Rhodium research: OpenAI ($40B ARR) and Anthropic ($65B) earn roughly 10x more than all Chinese AI models combined — ByteDance's large-model business is $4B and Alibaba's Bailian MaaS $2.3-2.4B. The gap stems from China's open-source strategy: Chinese models logged 2B+ Hugging Face downloads in 2025 (41% of platform total), letting users self-host or access via third parties with little revenue flowing back to developers.
Related event: Rhodium: OpenAI and Anthropic Out-earn All Chinese AI Models by 10x(6 posts)→
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