Anthropic (Claude) passes OpenAI (Chat GPT) on Revenue.
Anthropic's revenue run rate hit about $47 billion and passed OpenAI, driven mostly by Claude Code. Chemical companies are full of repetitive, rules based work like what these agents automated first, and a tool this good changes what a small team can do.
For two years I told skeptical CEOs that AI was real and not just hype.
This week the receipts showed up, and they are bigger than I expected.
Anthropic’s revenue run rate hit around $47 billion. It passed OpenAI. The company is now the most valuable AI startup in the Valley and just filed to go public. Ironic when you think the founders of Anthropic came from OpenAI.
What stopped me was the reason. The biggest driver is not chat. It is Claude Code, an agent that writes and ships software, and it reportedly holds more than half of the AI coding market barely a year after launch.
If a coding agent can go from zero to the top revenue line at a frontier lab in about a year, what does that pace do to the rest of us?
Most chemical companies are not writing software, but are full of repetitive, rules based work that looks a lot like what these agents just automated in their own house first.
This is the clearest proof yet that the leverage is here and the window to move is now. However, most operators will wait until a competitor forces their hand.
Technology is a tool, not the process. But a tool this good changes what a small team can actually do.
Anthropic passes OpenAI to become biggest AI startup in the world (finance.yahoo.com)