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Investors face confusion as OpenAI and Anthropic calculate annualized revenue differently. OpenAI expects to reach or exceed $70 billion by year-end, while Anthropic hit $65 billion in July. The two private companies use different metrics to extrapolate from shorter-term results, making the numbers not apples to apples.
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Summary by ByteBrief

OpenAI Gains Market Share From Anthropic

OpenRouter: the share of business spending between OpenAI and Anthropic models was roughly even in September, vs. Anthropic commanding a 75% share in January (Angel Au-Yeung/Wall Street Journal)
OpenAI Revenue Falls Short of Guidance