OpenAI's 1.2B weekly users vs Anthropic's 148M — why one analyst picks OpenAI

VraserX · x · 2026-10-17

VraserX compares scale: OpenAI has 1.2 billion weekly users vs Anthropic's estimated 148 million, and argues OpenAI wins the long game. Anthropic's heavy coding focus may be a liability — free, superhuman coding models could run locally within two years, eroding any moat — while OpenAI builds an ecosystem for billions: agents, scientific research, multimodal AI, and upcoming hardware. AI will be much bigger than coding; Anthropic seems to be betting otherwise.

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