Anthropic leads with $65B annualized revenue but GPT-6 Astra erodes its enterprise lead
rohanpaul_ai · x · 2026-09-20
Anthropic: revenue leader under pressure
- $65B annualized revenue as of July, still AI's leader, vs OpenAI's $40B+; Anthropic projects $190–200B revenue by 2028
- Early investors see $120B+ revenue by year-end and a possible $4T valuation after listing, but increasingly question durability as competition intensifies, customers turn price-sensitive, and switching gets easier
- Market share is shifting: OpenAI overtook Anthropic in weekly OpenRouter spending for the first time in 2.5+ years after GPT-5.6; GPT-6 Astra now holds 13% of Ramp-tracked enterprise AI spend vs 8% for Claude Fable
- Per Reuters, Anthropic may launch a new model to defend its enterprise lead
Related event: Anthropic Targets November IPO, Weighs New Model to Counter GPT-6 Astra(20 posts)→
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