While OpenAI flirts with erotic AI,
Anthropic is quietly raking in billions from enterprise clients.
The Claude’s maker is projected to hit $9 billion in revenue this year.
Not far from OpenAI’s $13 billion, despite having just a fraction of its active users.
In fact, Anthropic generates 80% of its revenue from around 300’000 enterprise customers.
A far cry from the 800 million weekly active users of OpenAI, which are mostly consumers.
Anthropic’s average revenue per user is off the charts! 🔥
Same AI, very different monetisation models.
In the end, both are backed by the same blend of Big Tech and VC money, so everyone will win regardless.
But as an AI user and enthusiast myself, I can’t help but wonder which model will actually prevail.
If I had to place a bet, I’d still go with ChatGPT + ads.
Because I still believe GPT is a new Google, plus social, plus personal companion.
Sure, enterprise AI is more profitable now, but also more niche in the long term.
And anyway more competitive.
Think of competitors like Google Cloud or AWS with their respective enterprise AI offerings.
But wait, Google and Amazon are also among the largest Anthropic’s shareholders 😅
In any case, what’s already clear now is that models will commoditise, both in B2B and B2C.
What matters is the ecosystem built around them.
