# Greg Brockman 解释 Anthropic ARR 为何反超 OpenAI

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-04 12:34
- AIHOT 分数：59
- AIHOT 链接：https://aihot.virxact.com/items/cmtmgtyys00uvrom8bb9e569w
- 原文链接：https://x.com/rohanpaul_ai/status/2095732265557111252

## AI 摘要

OpenAI 总裁 Greg Brockman 解释 Anthropic ARR 约 650 亿美元、OpenAI 约 400 亿美元的原因。他表示 OpenAI 过去只看编码竞赛基准而领先，但对开发者真实乱糟糟代码库、中途打断、模型性格等“最后一公里”细节关注较晚，GTM 侧同理；他称起步晚但增长轨迹陡峭。内容来自 TIME YouTube 频道访谈。

## 正文

OpenAI President Greg Brockman explains why Anthropic pulled ahead of OpenAI on ARR.

(Anthropic at ~$65B and OpenAI is at $40B ARR )

"We focused late on coding in particular.

There’s one simple narrative, which is that we focused less on real-world coding, and we came to that game late because we always had looked at things like the coding competition benchmarks and always had the lead there, but less the, “Okay, but how is a developer really going to use it?”

Like, the messy real-world codebase, the developer interrupting in the middle, what’s the personality of the model—these sort of little last-mile paper cuts that actually make a huge difference in adoption.

And similar on the GTM side, of really thinking about: How do you show? How do you build relationships with customers? How do you build the kind of observability controls that they need? How do you help them understand what’s possible within their context?

And all of these were less our singular focus until much later than competition. So, I think that we started late, but our trajectory has been very steep."

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From "TIME" YouTube channel, (full video link in comment)