Anthropic Generates 85% Revenue From Enterprise vs OpenAI's Consumer Focus, Analyst Says

According to Enrico Chinello, a UBS analyst, Anthropic's enterprise market advantage is evident as it derives approximately 85% of revenue from corporate customers, while OpenAI's business is predominantly driven by ChatGPT consumer subscriptions.

Meanwhile, across the industry, token pricing has seen a general uptick, suggesting AI labs maintain pricing power without significantly sacrificing profitability, according to recent trends.