Rohan Paul@rohanpaul_ai · X数据显示，Anthropic的LLM总收入高于OpenAI，但其月活跃用户数（约1.34亿）远低于后者（约9亿）。关键差异在于用户付费能力：Anthropic的每用户月收入高达16.20美元，而OpenAI仅为2.20美元。这反映出Anthropic的业务深度聚焦于高价值的企业客户和专业工作负载，其用户将AI视为生产软件而非娱乐工具，因此货币化潜力显著更强。相比之下，提供大规模免费服务的公司（如Meta）每用户收入则低得多。
The register： Anthropic has lower user numbers， yet higher LLM revenue than OpenAI.
The striking part is scale versus monetization， because Anthropic did this with about 134M monthly users while OpenAI had roughly 900M， pointing to much higher ARPU and much stronger reach into buyers who treat AI like software， not entertainment.
Counterpoint's estimates put Anthropic at about $16.20 in monthly revenue per active user versus $2.20 for OpenAI， $5 for Microsoft， $1.10 for Google， and $0.10 for Meta， which suggests premium enterprise and professional workloads are worth far more than mass free usage.
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theregister. com/2026/04/30/openai_anthropic_top_lines_research_counterpoint/