Quote · God Mode Podcast
Anthropic's Mythos Beat GPT-5.4, Found 27-Year Bug & NVIDIA's $500K Rule | GodModePod EP08
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Anthropic Overtakes OpenAI at $30B Run Rate
At 21:05 · chapter starts 19:35
Anthropic has reportedly surpassed OpenAI in revenue, hitting a $30 billion annualized run rate.
Anthropic hit a $30B run rate and leapfrogged OpenAI in revenue — despite having a fraction of the users. But Luca flips the narrative: every new user burns compute Anthropic needs to build Mythos. Being the revenue leader while selling credits at a loss may be the slowest path to winning.
Rik cited a previous episode's finding that Anthropic trains its models approximately four times more efficiently than OpenAI, meaning it needs only a quarter of the compute.
