OPENAI AND ANTHROPIC REVENUE BREAKDOWN

Summary from the TLDR Web Dev newsletter

OpenAI, with an estimated $5 billion annualized revenue, dominates the consumer market with ChatGPT, while Anthropic, at $1 billion, relies more heavily on its API business. Despite Anthropic's faster growth, OpenAI still has a significant lead in the consumer market. Both companies have substantial capital requirements and are betting on reduced inference costs, price increases, and a shift towards inference-time compute to improve profitability.