[Analyst: Anthropic Shows Significant Advantage Over OpenAI in Enterprise Market] Jin10 Data, June 16 – Julius Baer analyst Enrico Chinello stated that the momentum of AI adoption in the U.S. indicates that Anthropic has surpassed OpenAI, while OpenAI is considering lowering its pricing to counter this trend, drive usage, and regain market share. The key difference lies in the customer base. Approximately 85% of Anthropic's revenue comes from enterprises, whereas the majority of OpenAI's turnover is derived from ChatGPT consumer subscriptions, with most users utilizing the free version. Anthropic's advantage among enterprise users provides it with a clearer path to profitability, while OpenAI's profitability remains uncertain. Recent trends suggest that token pricing across the industry has generally increased, indicating that AI labs may still possess some pricing power without significantly compromising profitability.