Chubby♨️@kimmonismus · XAnthropic在2026年Q1营收约47亿美元，虽低于OpenAI的57亿美元，但其年化收入近期已跃升至450亿美元，远超OpenAI的250亿美元。这得益于Anthropic在Q2的月度收入翻倍以上，并预计实现约6亿美元的首次运营利润。相比之下，OpenAI处于亏损状态，ChatGPT用户增长未达预期，同时仍在大规模融资。这表明AI竞争的关键已从模型发布速度转向谁能建立可持续的商业模式。
OpenAI made $5.7B in Q1. Anthropic made ~$4.7B.
But Anthropic's annualized revenue recently hit $45B. OpenAI's sits at $25B. The difference： annualized revenue extrapolates from the most recent month， and Anthropic's monthly revenue appears to have more than doubled between Q1 and now.
That means Anthropic's growth rate flipped the entire ranking sometime in Q2 - while also projecting its first operating profit （~$600M）. Meanwhile OpenAI is losing $1.22 for every dollar it earns， ChatGPT user growth has stalled below its 1B target， and it just raised $122B in new funding.
One company is getting profitable. The other is raising capital faster than it's growing users. The AI race isn't being won by whoever ships models first. It's being won by whoever figured out unit economics.