SemiAnalysis says Claude subs give ~5x more API value than OpenAI's for agentic work. Someone finally did the math we all do at 2am after hitting the limit
So why would anyone pay 435x? Growth.
Anthropic's revenue run rate reportedly jumped from about $9B at the end of 2025 to $65B by July. Investors are betting on 2028, not 2025.
Vision or bubble? That's the trillion-dollar question. What's your take?
Three AI giants. Three very different price tags.
Anthropic: $2T valuation, $4.6B in 2025 revenue
OpenAI: $1.5T valuation, $13B in 2025 revenue
Meta: $1.85T valuation, $200B+ in 2025 revenue
One of these is not like the others. Let's do the math π§΅
Then there are the losses. Anthropic lost over $8B running its business in 2025 (its $42B net loss is mostly a non-cash accounting charge) and has $518B in compute commitments. OpenAI spent $34B to bring in $13B.
Meta, meanwhile, pays a dividend.
https://t.co/0VSF1O2KwL