TFTC on Nostr: OpenAI's revenue grew much slower than Anthropic's last quarter, and for the first ...
OpenAI's revenue grew much slower than Anthropic's last quarter, and for the first time ever, Anthropic actually pulled ahead.
Anthropic more than doubled its revenue to $11.6 billion in Q2 and turned a small operating profit. OpenAI came in at $6.7 billion, up 18%, but its operating loss swelled to $12.3 billion, nearly twice what it brought in.
What's driving the gap? Anthropic's enterprise deals. They've been quietly locking in business contracts while OpenAI continues to burn cash at a staggering rate.
OpenAI's CFO says their July run rate already topped the full Q2 number, so they expect Q3 to pick up. But with both companies heading toward IPOs, OpenAI at around $1 trillion and Anthropic at $2 trillion, the optics aren't great.
Anthropic is growing faster and making money. That's a tough story to compete with when you're trying to convince public market investors.
https://www.wsj.com/tech/ai/openais-second-quarter-sales-show-tepid-growth-compared-with-anthropic-5cb42998 
Published at
2026-08-19 16:07:00 UTCEvent JSON
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"content": "OpenAI's revenue grew much slower than Anthropic's last quarter, and for the first time ever, Anthropic actually pulled ahead.\n\nAnthropic more than doubled its revenue to $11.6 billion in Q2 and turned a small operating profit. OpenAI came in at $6.7 billion, up 18%, but its operating loss swelled to $12.3 billion, nearly twice what it brought in.\n\nWhat's driving the gap? Anthropic's enterprise deals. They've been quietly locking in business contracts while OpenAI continues to burn cash at a staggering rate.\n\nOpenAI's CFO says their July run rate already topped the full Q2 number, so they expect Q3 to pick up. But with both companies heading toward IPOs, OpenAI at around $1 trillion and Anthropic at $2 trillion, the optics aren't great.\n\nAnthropic is growing faster and making money. That's a tough story to compete with when you're trying to convince public market investors.\n\nhttps://www.wsj.com/tech/ai/openais-second-quarter-sales-show-tepid-growth-compared-with-anthropic-5cb42998\nhttps://blossom.primal.net/02f3f1417b60eeba916d37d3aadc9220649cbaba3ac0c0bd5b356e99e46a48c1.jpg",
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