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For two years, the AI race had one assumed winner. |
OpenAI has first mover advantage, the ChatGPT brand name and millions of users. |
That story just changed. |
Anthropic — the company behind the Claude AI models — has pulled ahead of OpenAI on the two numbers that matter most: revenue and valuation. |
Start with revenue. Anthropic reported a $47 billion annualized run rate in late May. That's up from $9 billion at the end of 2025. The jump from $9 billion to $30 billion happened in about four months. |
For perspective, that run rate is higher than the trailing revenue of all but roughly 129 companies in the S&P 500. A company that was nearly pre-revenue two years ago now out-earns most of the Fortune 500. |
OpenAI is no slouch — it's running somewhere in the $20–25 billion range. But Anthropic passed it earlier this year and kept accelerating. |
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Now let’s look at the valuations. |
Anthropic closed a $65 billion funding round at a $965 billion post-money valuation on May 28. That leapfrogged OpenAI's $852 billion mark and made Anthropic the most valuable AI startup in the world. |
Here's what's driving it. |
Anthropic's revenue is roughly 80% enterprise — businesses paying for API access and coding tools like Claude Code. That's recurring, sticky revenue with low churn. OpenAI leans more on consumer subscriptions, where a lot of users never pay. |
Anthropic reports revenue on a gross basis, which inflates the headline number versus peers who report net. The coming IPO filing will have to sort that out — so I'd treat the $47 billion as directional, not gospel. |
The AI Initial Public Offerings are coming soon. |
Anthropic and OpenAI have hs confidentially filed their draft S-1s with the SEC, with a listing possible as early as October. Goldman Sachs, JPMorgan, and Morgan Stanley are reportedly involved. |
I'm watching this Anthropic and OpenAI closely. After SpaceX, either could be the second mega-IPO of the year. |
Wall Street’s biggest banks and most profitable hedge funds are making huge investments in AI. Yet they’re not making their profitable trading algorithms available to regular investors. |
That’s why my team is building the AI Profit Predictor. It’s a new way to find trades with a high probability of profit. And I’d like to share it with you. |
Simply go here to give it a test drive. |
Ian Wyatt
Editor, Daily Profit |
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