林晚晚的猫
林晚晚的猫|4月 12, 2026 03:30
You won't believe it—right now, 1 in 3 U.S. companies is paying for Claude. Out of the 50,000+ U.S. companies tracked by Ramp, 30.6% were paying Claude's parent company, Anthropic, in March. And Anthropic's annualized revenue? It skyrocketed from $9 billion straight to $30 billion. Meanwhile, OpenAI's growth rate is only one-third of that. But honestly, the most mind-blowing part isn't even this. It's that OpenAI is planning to spend $600 billion on compute power over the next five years, while Anthropic only plans to spend $50 billion. That's a 12x difference. In other words, Anthropic is achieving over 3x the growth rate with just one-twelfth of OpenAI's budget. A year ago, everyone thought OpenAI was the untouchable king of AI. And now, just one year later, how did they fall off *this* hard?
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