ANTHROPIC IS CATCHING UP WITH OPENAI

Summary from the TLDR Founders newsletter

Anthropic quietly went from $1B to nearly $7B in run-rate revenue this year, a six-fold jump that puts it within striking distance of OpenAI. While OpenAI dominates headlines, Anthropic's API-driven business is growing faster and more efficiently, relying less on free users and more on enterprise integrations. Beneath the public fights about AI ethics and regulation, the real story is simpler: Anthropic might actually win on execution.