Chart: AI hits $55.6B annualized revenue in 2026, still trailing GLP-1 drugs
HealthcareAIGuy · x · 2026-11-12
HealthcareAIGuy shares a "GLP-1s vs. AI, 2020–2026" revenue chart, musing that humans love tools that make us smarter — but may love looking and feeling better even more.
Key data points (recognized revenue, USD):
- Full-year 2025: GLP-1s at $71.0B vs AI at $17.7B; 2026 Jan–Sep annualized pace: $70.3B vs $55.6B — the gap is closing fast
- Tirzepatide (Mounjaro/Zepbound) reaches $58.4B annualized in 2026, overtaking semaglutide's $35.4B
- Anthropic hits $44.3B annualized in 2026, surpassing OpenAI's $29.9B; both were near zero before 2023, with extremely steep growth curves
Sources include Eli Lilly and Novo Nordisk earnings, Anthropic's S-1, and OpenAI disclosures.
More from Venture
- ChatGPT referrals drove 100 custom LEGO orders to one indie studio — noahsolomon · 2026-11-12
- Podcast: Wall Street can't agree what Anthropic is worth ahead of its IPO — The AI Daily Brief · 2026-11-12
- If you must explain why your product is needed, your ICP is wrong — martyamark · 2026-11-12
- Polymarket odds put chance of AI bubble bursting by June 2027 at 23% — Polymarket · 2026-11-12
- DeliveryKit Lands Its First $29 Subscription Payment via Stripe — ow · 2026-11-12
- Nvidia scandal pushes TL20 portfolio to drop NVDA after 1,084% run since 2022 — TiernanRayTech · 2026-11-12