OpenAI and Anthropic revenue race

by Vojtech: OpenAI

🚨do you understand what just happened with OpenAI's numbers. their annualized revenue run rate just doubled to over $40 billion. here's the part nobody's talking about: > it was ~$20 billion at the end of 2025. it doubled in months. > monthly run rate grew over 20% in July alone > the surge is driven by Codex, ChatGPT Work, subscriptions, and a brand-new ads business > this is momentum-building right before their IPO and the twist: Anthropic quietly disclosed a run rate north of $47 billion back in May — ahead of OpenAI, though the two may count it differently. two labs, both past $40 billion, both racing to go public. the AI money isn't coming. it's already here — and it's compounding faster than anyone priced in. #OpenAI #Anthropic