OpenAI and Anthropic combined annualized revenue jumps from $30B to ~$105B since early 2025

FinanceYF5 · x · 2026-10-09

OpenAI and Anthropic's combined annualized revenue run-rate has grown from $30B in early 2025 to $105B by late summer.

The application layer is scaling fast too: Legora and Sierra roughly doubled in six months to $200M, Harvey hit $400M, Lovable reported $600M, and Cursor reportedly surpassed $4B.

Early Metrics data shows that at the 75th percentile of companies with $1M–$20M ARR, AI-native companies grew revenue 256% YoY versus 90% for AI-enabled companies.

Related event: OpenAI and Anthropic Combined Annualized Revenue Soars to $105B(4 posts)→

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