AI Morning Post | May 16, 2026 one ️⃣ Anthropic Overtakes OpenAI The latest data shows that Anthropic's enterprise customer coverage officially surpassed OpenAI in April. Anthropic has quadrupled in the past year, while OpenAI's growth has almost stagnated (only 0.3%). At the same time, Claude for Small Business was launched, connecting QuickBooks, PayPal, HubSpot, Google Workspace, and Microsoft 365. Anthropic CFO revealed that the company's annualized revenue has skyrocketed from 250 million two years ago to 30 billion US dollars. two ️⃣ OpenAI Enters Enterprise Consulting OpenAI announced the establishment of a $4 billion consulting subsidiary, deploying its own AI engineers to assist major clients in practical deployment. Judging from this posture, I want to compete with Accenture and McKinsey for food. three ️⃣ Google Gemini Flash quietly tops the list According to Vercel Gateway data, Gemini 3 Flash has jumped to the top in API call volume, surpassing Anthropic and OpenAI. The strategy of faster speed and cheaper price is harvesting the developer market. four ️⃣ Self evolving AI raises 650 million yuan in funding Recursive Superintelligence has raised $650 million in funding (valued at $4 billion) with the goal of enabling AI to self iterate and upgrade without human intervention. Just a few words The pattern of Anthropic vs OpenAI is reversing, and Claude's enterprise penetration speed is indeed fierce. Google uses a cost-effective strategy to steadily advance, rather than relying on pie charts. And the matter of 'AI making AI' has moved from concept to real capital stacking - no one wants to fall behind in this wave.