OpenAI vs
Anthropic
Live data · March 2026
▸ Projected values based on trailing 3-month growth rates. Not confirmed. For context only.
▸ = projected data points
Model out the growth rates and Anthropic passes OpenAI in revenue by April 2026. At +$5B ARR/month vs OpenAI's +$2B, the gap closes fast.
Anthropic went $1B → $19B in 15 months. OpenAI took 3+ years to build a similar base. The fastest revenue ramp in SaaS history.
Both are now nearly neck-and-neck on run rate (~$25B vs ~$19B). But OpenAI has 45x more consumer users. Anthropic is generating more revenue per user by a wide margin.
Anthropic monetizes at ~$211 per monthly active user. OpenAI at ~$25 per weekly active user. Anthropic's B2B-first model prints money per user even with a smaller base.
500+ companies now spend $1M+ annually on Anthropic products. 1 in 5 businesses on Ramp's platform pay for Anthropic — up from 1 in 25 just a year ago.
per monthly user
per weekly user
Bloomberg (Mar 3, 2026) · Reuters · SaaStr · SemiAnalysis · Sacra · Epoch AI · Crunchbase · TechCrunch · Ramp Business Data · First Page Sage (Mar 2026) · Business Insider · ALM Corp · morphllm.com · opencode.ai