Markets & Money May 10, 2026 Anthropic's Annual Revenue Just Passed OpenAI's Anthropic's $30B ARR just passed OpenAI's $24B for the first time, after growing roughly 6× in 18 months against OpenAI's 2×. Sam Whitaker
Markets & Money May 8, 2026 OpenAI at $852 Billion: A Valuation, a Vibe, and a Math Problem OpenAI just raised $122B at $852B post. We have seen private valuations like this before. Some of them were right; most were not. How to think about which kind this is. Hank Reed