What are OpenAI and Anthropic's projected revenue targets?

OpenAI said it is on course to generate $25 billion（約4兆円） to $33 billion（約5.3兆円） in annualized revenue. Anthropic said in May it was on course to hit $47 billion（約7.5兆円） and would be profitable in 2029, a year ahead of OpenAI.

How did ChatGPT's market position change?

Monthly visits to ChatGPT fell below a majority of the generative AI market for the first time in May. Anthropic also overtook OpenAI in business subscriptions in May, according to data from Ramp and Similarweb.

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OpenAI loses ground to Anthropic and Gemini as ChatGPT traffic slips

Fortune AI3h ago4 min read

Key takeaway

OpenAI is losing market share to competitors Anthropic and Google's Gemini. ChatGPT's monthly visits dropped below half the generative AI market in May for the first time, while Anthropic reported higher projected annualized revenue and surpassed OpenAI in business subscriptions. The shift suggests users are no longer locked into a single AI provider and are willing to switch between models.

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3 Key Points

What happened
Anthropic has overtaken OpenAI in self-reported annualized revenue targets—Anthropic projects $47 billion（約7.5兆円） versus OpenAI's $25 billion（約4兆円） to $33 billion（約5.3兆円）. Monthly visits to ChatGPT fell below a majority of the generative AI market for the first time in May, and Anthropic surpassed OpenAI in business subscriptions that same month.
Why it matters
The shift signals that consumers and businesses are increasingly willing to switch between AI models rather than staying locked into ChatGPT. For companies betting on OpenAI's dominance, this erosion of market share raises questions about competitive positioning and revenue growth sustainability in the AI sector.
What to watch
Anthropic projects it will be profitable in 2029, a year ahead of OpenAI's timeline. The battle over user and revenue share will likely intensify as generative AI adoption spreads across different use cases and providers.

FAQ

What are OpenAI and Anthropic's projected revenue targets?: OpenAI said it is on course to generate $25 billion（約4兆円） to $33 billion（約5.3兆円） in annualized revenue. Anthropic said in May it was on course to hit $47 billion（約7.5兆円） and would be profitable in 2029, a year ahead of OpenAI.
How did ChatGPT's market position change?: Monthly visits to ChatGPT fell below a majority of the generative AI market for the first time in May. Anthropic also overtook OpenAI in business subscriptions in May, according to data from Ramp and Similarweb.

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