Looks like OpenAI and Anthropic compute revenue in different ways, so comparing the two directly is not really accurate. It would be clearer if both eventually IPO and file standardized reports.
OpenAI recently told investors that annualized revenue was approaching $50BN at the end of September. That number is well below the $70BN that multiple media outlets reported late last month based on information given to investors.
The gap comes from how OpenAI and Anthropic calculate annualized revenue. Anthropic includes sales through cloud partners like AWS and Google Cloud, while OpenAI does not include that partner revenue in its figures.
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