Anthropic, supported by Amazon and Google, has established a more sustainable business model by focusing on enterprise clients, generating approximately $7 billion annually from around 300,000 customers, with expectations to reach $9 billion.

Microsoft has integrated Anthropic's language model, Claude, into its Copilot suite, demonstrating strong enterprise demand for Anthropic's AI tools despite Microsoft's significant investment in OpenAI.

Anthropic's Claude models outperform OpenAI's latest versions in enterprise tasks, with independent assessments highlighting its superior performance in finance, law, and programming, positioning it as a more sustainable AI business.

Anthropic emphasizes depth over breadth by targeting enterprise clients for stable, predictable revenue, which may be easier to sustain in the near term.

While OpenAI, backed by Microsoft, targets the consumer market with ChatGPT—earning about $13 billion annually with 30% from business subscriptions—it faces high operational costs and is exploring future revenue streams like advertising.

OpenAI's strategy involves pursuing volume with uncertain profitability, contrasting with Anthropic's value-driven approach that aims for more stable income.

OpenAI is expanding into business markets but struggles to align its consumer brand with corporate needs and regulatory expectations, adding complexity to its growth plans.

OpenAI faces challenges in monetizing its consumer AI offerings beyond subscriptions, with uncertainties around advertising effectiveness and market resistance, whereas Anthropic's enterprise focus offers more predictable revenue.

OpenAI's high operational costs and the difficulty in monetizing free users through advertising create an uncertain business outlook, despite its mass-market ambitions.

OpenAI aims for volume-driven revenue via subscriptions and potential advertising, but faces hurdles due to user preferences and competitive pressures.

Anthropic's Claude models outperform OpenAI's latest versions in enterprise tasks, with independent evaluations confirming their competitive edge in finance, law, and programming.

Despite OpenAI's prominence, assessments show Claude's superior performance in practical business applications, reinforcing Anthropic's position as a more sustainable AI provider.

Anthropic holds a 42% market share in coding AI, significantly higher than OpenAI's 21%, and is projected to reach $9 billion in revenue by year's end.