Tracker claims Anthropic surpassed OpenAI with $74.1 billion ARR

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

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2 posts, first seen 2h ago

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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.

Combined views

39K

2 posts, first seen 2h ago

169 likes comments

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16 reposts

Sentiment

Positive66.7%33.3%Negative

Positive Read

Positive users highlight Anthropic's rapid ARR growth past OpenAI and Claude's useful enterprise features like one-stop app building, while negative users doubt its profitability and criticize Benioff's comments as harmful.

Based on 14 visible X reactions from 24 accounts; directional sample.