The strategic contrast couldn’t be starker.
OpenAI: The Scope Approach
OpenAI pursues five revenue streams simultaneously: subscriptions, API, agentic commerce, advertising, and media. Each requires different capabilities, teams, positioning, and success metrics.
The company must excel at consumer products, enterprise sales, developer relations, creator tools, and advertising — all at once.
Anthropic: The Clarity Approach
Anthropic pursues one strategy: become the trusted enterprise AI platform. Every decision flows from that focus:
- Product roadmap prioritizes enterprise needs
- Sales team targets B2B accounts
- Safety research builds enterprise credibility
- Pricing optimizes for high-value customers
The Results Speak Clearly
| Metric | OpenAI | Anthropic |
|---|---|---|
| Enterprise market share | 25% (down from 50%) | 32% (up from 12%) |
| Coding market share | 21% | 42% |
| Revenue per user | $25/week | $211/month (8x higher) |
| Cash flow positive | 2029 (projected) | 2028 (projected) |
| Infrastructure commitments | $1.4 trillion | ~$100 billion |
Both companies are growing rapidly. But Anthropic is growing efficiently toward profitability while OpenAI is growing expensively toward a target that requires perfection across five simultaneous fronts.
This is part of a comprehensive analysis. Read the full analysis on The Business Engineer.







