Outside of OpenAI’s close partnership with Microsoft, which integrates OpenAI’s models into Microsoft’s software products, OpenAI mostly caters to the mass market. Its user base is, in large part, replacing search-engine queries with bot conversations, which has proved immensely popular.
ChatGPT had more than 800 million weekly users as of this month, according to the company, which has helped OpenAI reach an annual revenue run rate of around $13 billion, around 30% of which it says comes from businesses.
That focus has helped put Anthropic ahead of OpenAI among business users. Its cutting-edge Claude language models have been praised for their aptitude in coding: A July report from Menlo Ventures—which has invested in Anthropic—estimated via a survey that Anthropic had a 42% market share for coding, compared with OpenAI’s 21%.
Anthropic has generated much less mass-market appeal. The company has said about 80% of its revenue comes from corporate customers. Last month it said it had some 300,000 of them.
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