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TLDRocket
18 August 2026
Anthropic's enterprise-agent strategy has delivered a stark commercial verdict. The company reached a $65 billion annualised revenue run rate by late July 2025—surpassing OpenAI's $40 billion—by focusing Claude Code and its non-programmer counterpart Cowork on high-value developer and business seats. OpenAI, by contrast, invested billions in consumer products like Sora that failed to convert casual users into paying customers, forcing a costly retreat to enterprise coding tools. The lesson is blunt: in AI's current market, narrow, vertical monetisation beats horizontal consumer reach.
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