Contract structures: Committed capacity discounting that enterprises prefer
Product strategy: Claude Code and Cowork designed for production workflows
Sales focus: Dedicated enterprise motion without consumer distraction
Meanwhile, OpenAI’s enterprise approach has been confused by consumer-first feature cadence.
The Numbers Comparison
Metric
OpenAI
Anthropic
2025 Cash Burn
~$8.5B
~$2.5B
2028 Operating Loss
$74B
Break-even
Revenue Per User
~$25/weekly
~$211/monthly (8x)
Break-Even Timeline
2029-30
2028
The underlying mechanic: Enterprise buyers care about reliability, compliance, and vendor focus. Every consumer feature OpenAI ships signals to enterprise procurement that this is a consumer company selling to businesses on the side.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
