Anthropic surpassed OpenAI in revenue
Anthropic recently surpassed OpenAI in revenue and became profitable, marking a significant competitive shift in the frontier AI market.
Snapshot · God Mode Podcast
EP17: The SpaceX IPO Thesis Just Flipped + Anthropic Passed OpenAI (First Time IRL, w/ Reuben Ferrante)
Explore episode
Jun 19, 2026
Where this was said
Mythos hype vs reality & the Anthropic IPO
At 25:27 · chapter starts 23:30
Ben frames the Mythos discussion around expectations versus reality: Anthropic gave early access to big names, crypto circles are speculating the North Korean Lazarus Group somehow got in too (citing a spike in DeFi hacks), and if the model doesn't live up to the months of hype, it could dampen enthusiasm for an Anthropic IPO. The confirmation that Anthropic has now surpassed OpenAI in revenue and turned profitable adds a new dimension — the company is financially healthier than the market assumed. But Ben is also noticing a quiet shift: more builders are migrating away from Anthropic, citing API token costs. The question is whether Mythos can reverse that trend or merely serves the narrow set of users who need frontier-level capability.
Anthropic Passed OpenAI: What It Means
Anthropic has quietly surpassed OpenAI in revenue and turned profitable. But builders are already moving to Codex — which delivers comparable output at 20–30% lower cost — raising the question of whether Anthropic's premium pricing model is sustainable.
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