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Anthropic Passes OpenAI in Revenue: The $30B ARR Story Is About Speed, Not Just the Number

1mo agoen
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From the article

Anthropic hit $30B ARR in April 2026, surpassing OpenAI for the first time. But the headline number understates the story — the growth rate, the enterprise mix, and the widening efficiency gap are what matter. A breakdown of what happened and why it's structurally significant.
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