📈 Anthropic accelerates and approaches OpenAI in business scale
Anthropic forecasts $70 billion in revenue and $17 billion in cash flow by 2028. In comparison, OpenAI expects to become profitable only by 2030.
The main driver for Anthropic is API access to Claude models, which already generates about $7 billion annually and accounts for 80% of its revenue. The company is also actively developing Claude Code, which is nearing $1 billion in annual revenue.
Anthropic plans to increase its margin from 50% this year to 77% by 2028, transforming into a more "pure" B2B company compared to OpenAI, which is focused on the mass market through ChatGPT.
Interestingly, OpenAI, valued at $500 billion, burns more than three times the cash of Anthropic, investing in R&D and infrastructure.
