Two Biggest GLP-1 Drugs Bring In ~2x the Combined Revenue of OpenAI and Anthropic
FinanceYF5 · x · 2026-10-12
Data from Social Capital shows the two biggest GLP-1 drugs generated roughly 2x the combined 2025 revenue of OpenAI and Anthropic.
- Tirzepatide (Mounjaro + Zepbound): $36.5B annualized run rate
- Semaglutide (Ozempic + Wegovy + Rybelsus): $34.4B
- Versus OpenAI at $20.0B and Anthropic at $9.0B
GLP-1 revenue has climbed steadily since 2020, while AI's revenue curve started later but is steepening faster. The author notes GLP-1 has quietly become the bigger commercial wave — with impact far beyond weight loss.
Related event: Top GLP-1 Drugs Out-Earn OpenAI and Anthropic Combined(3 posts)→
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