Matt Gemson

[NoLimit @NoLimitGains]

🚨 Anthropic just officially surpassed OpenAI in revenue for the first time.

And nobody is talking about how insane this is.

January 2025: Anthropic ARR = $1 billion.
April 2026: Anthropic ARR = $30 billion.

$1 billion to $30 billion in 15 months.

OpenAI sits at $24 billion.

The company built by people who LEFT OpenAI just lapped it.

Here’s what makes this even more remarkable.

Anthropic did this spending 4x LESS on model training than OpenAI.

OpenAI has 900 million weekly active users. Most of them pay nothing.

Anthropic has 300,000 business customers. 80% of revenue is enterprise.

That is a completely different business model and it is winning.

Over 1,000 companies now spend more than $1 million per year on Claude.

That number doubled in under two months.

Eight of the Fortune 10 are Claude customers.

And while OpenAI is targeting break-even by 2030, Anthropic is projecting positive cash flow by 2027.

3 years earlier.

Remember: Anthropic was founded in 2021.

It took them less than 3 years to go from zero to the fastest growing company in the history of American business.

The AI race was supposed to be OpenAI vs everyone else, but it’s not anymore.

If you want to know where I’m deploying capital next, all you have to do is turn on notifications and pay close attention.

Many people will regret not following me sooner, trust me.

[Matt Gemson @MattGemson]

@eksrp123 @First_Ledger @leongoulbourne6