Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.
SaaStr
JULY 11, 2025
Revenue composition differences: OpenAI : 73% consumer subscriptions, 27% API revenue Anthropic : 15% consumer subscriptions, 85% API revenue This inverted revenue mix indicates Anthropic’s API-first strategy is resonating with enterprise customers who value integration over direct-use applications. valuation / $1.4B
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