Anthropic prêt à dépasser OpenAI – 07/04

Anthropic is claiming it has surpassed OpenAI in annualized revenue, projecting $30 billion — a milestone that took Google 13 years and Amazon 16 years to reach. If Anthropic hits that target, it will have done so in five. The claim is not just about growth; it is about a deliberate, focused strategy that its rivals have lacked. The episode dissects how Anthropic is winning the enterprise market, why its pricing model is both a strength and a growing liability, and what its latest moves in cybersecurity reveal about its broader positioning.

The B2B focus that pulled ahead

The panel argues that Anthropic’s success is not accidental but the result of a disciplined strategic choice. While OpenAI "went in all directions," Anthropic concentrated on the B2B segment and the cloud API business. Dario Amodei, Anthropic's CEO, is described as having played chess: "each pawn was correctly advanced." The revenue structure reflects this — roughly 60% of Anthropic's revenue comes from API consumption, where enterprises pay per token rather than a flat subscription. This creates recurring, high-value contracts. The panel notes that Anthropic already has nearly 1,000 enterprise clients each spending over $1 million per year. By contrast, OpenAI's consumer subscription model (ChatGPT Plus at $20 or $200 per month) is more like Netflix — capped usage, lower per-user revenue, and less stick