Tracker claims Anthropic surpassed OpenAI with $74.1 billion ARR

OpenAI's tracked run rate grew to $41.3 billion.

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Tracker claims Anthropic surpassed OpenAI with $74.1 billion ARR

OpenAI's tracked run rate grew to $41.3 billion.

Reactions from ranked influencers

2 posts

GO Gergely Orosz@GergelyOrosz

7:43 AM · Jul 23, 2026

1120TECH

It's interesting to see how Anthropic seems to have overtaken OpenAI in ARR (based on this third-party, unofficial tracker) around March, when the Department of War labeled Anthropic as a supply chain risk (as I understand, it still is, as the leading US AI company...)

T🔬

TickerTrends 🔬@tickerplus

Anthropic remains well ahead in ARR, but OpenAI has recently accelerated. TickerTrends is now tracking Anthropic at $74.1B versus OpenAI at $41.3B, with OpenAI’s run rate rising from $33.0B in May to $41.3B in July.

MB Marc Benioff@Benioff

8:04 AM · Jul 23, 2026

525TECH

What most impresses me about Anthropic (besides unprecedented revenue growth) is their enterprise hat trick: the best model (Claude), the best coding agents (Claude Code), & the best productivity tool (Cowork). Salesforce is proud to be an early investor, customer, and partner.

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2 posts, first seen 1h ago

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Sentiment

Positive62.5%37.5%Negative

Positive Read

Many users praised Anthropic's rapid ARR growth past OpenAI and Claude as an impressive one-stop coding and app-building tool, while others doubted the tools would ever turn a profit or help the stock price.

Based on 8 visible X reactions from 15 accounts; directional sample.

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Reactions from the X community

DC David Ciombor@djciombor

8:20 AM · Jul 23, 2026

@Benioff @ValaAfshar It’s a neat set of tools that doesn’t make any money. Maybe one day it will turn a profit, but it likely never delivers on the promise enough to justify the capital burn.

CH chainlinkmarine.eth@ChrisKoucheki

8:15 AM · Jul 23, 2026

@Benioff their product is extremely impressive. What I love that is it can be a one stop shop (cowork/code/design) for building an app.

TH TheWeirdContrarian@WeirdContrarian

8:29 AM · Jul 23, 2026

@Benioff these tweets won't help your stock dude if anything it makes it worse

JJ Jack Jia@qbean_jackjia

9:11 AM · Jul 23, 2026

@Benioff Claude Code is the breakthrough of AI coding!

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ZR Zimri Rosas@ZimriRosas

8:50 AM · Jul 23, 2026