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OpenAI and Anthropic are showing significant differences in their projected revenue for 2024. OpenAI is expected to reach $5 billion in annual recurring revenue (ARR), while Anthropic is projected to achieve just under $1 billion ARR. A notable distinction in their revenue sources is that 28% of OpenAI’s revenue comes from API calls, compared to 85% for Anthropic. Anthropic's revenue is reportedly increasing by approximately 1,100% year-over-year, with third-party APIs accounting for 60-75% of sales and AI chatbot subscriptions making up 15%. This substantial growth in API revenue for Anthropic, despite OpenAI's first mover advantage, is seen as a bullish sign for Anthropic.
OpenAI vs Anthropic projected revenue for 2024: 📊 OpenAI: $5B+ 📊 Anthropic: Just under $1B The API & chatbot game is heating up! 🔥 Who's taking the lead? #AI #OpenAI #Anthropic #Tech https://t.co/AVVfTZEhIW
Anthropic is reportedly projecting revenue of $1 billion this year, an increase of ~1,100% YoY, with third-party APIs accounting for 60-75% of sales and AI chatbot subscriptions accounting for 15%. $MSFT $NVDA $AMD $AVGO $GOOG $AMZN
The fact that Anthropic is at more than half of the API revenue of OpenAI with its first mover advantage is extremely bullish for Anthropic https://t.co/4hNM8aiVyb
