Anthropic Just Passed OpenAI in Revenue

Q: Anthropic overtook OpenAI in revenue with $30B annualized run-rate vs $24B while spending 4x less on

Anthropic overtook OpenAI in revenue with $30B annualized run-rate vs $24B while spending 4x less on model training costs.

Q: OpenAI's $122B funding round is mostly vendor deals and contingent capital, with only $12B being tra

OpenAI's $122B funding round is mostly vendor deals and contingent capital, with only $12B being traditional VC investment.

Q: Samsara reached $1.9B ARR growing 30% YoY with reacceleration at scale, earning a 10x ARR market cap

Samsara reached $1.9B ARR growing 30% YoY with reacceleration at scale, earning a 10x ARR market cap of $19B.

SaaStr·Thursday, April 9, 2026·1 min read

AI/ML Business Startups

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AI Summary

Anthropic has surpassed OpenAI in revenue with $30 billion annualized run-rate versus OpenAI's $24 billion, while spending 4x less on model training. The newsletter also covers OpenAI's complex $122 billion funding round structure and provides insights on AI agent deployment mistakes and Samsara's growth to $1.9 billion ARR.

Key Facts

✓Anthropic overtook OpenAI in revenue with $30B annualized run-rate vs $24B while spending 4x less on model training costs.

✓OpenAI's $122B funding round is mostly vendor deals and contingent capital, with only $12B being traditional VC investment.

✓Samsara reached $1.9B ARR growing 30% YoY with reacceleration at scale, earning a 10x ARR market cap of $19B.

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