Anthropic's Triumph Over OpenAI in Revenue
In Machines we Trust
In Machines we Trust
4.3 • 6 Ratings
🗓️ 20 April 2026
⏱️ 14 minutes
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| 0:00.0 | Everyone said AI was going to kill the app store, but it turns out the exact opposite is currently |
| 0:05.5 | happening. |
| 0:06.1 | App launches are up 60% year over year and over 100% so far in April. |
| 0:12.7 | So we're going to break down why. |
| 0:14.3 | And spoiler alert, it is because of AI. |
| 0:17.3 | Open AI is shutting down SORA next Sunday, April 27th, and the head of SORA, the product |
| 0:23.0 | chief, and the enterprise CTO all walked out the door on the exact same day. |
| 0:27.3 | Something is happening inside of Open AI, and I want to talk about it. |
| 0:30.4 | The next thing is that Sarah Bress, the AI chip company, just filed for an IPO, 23 billion |
| 0:36.5 | dollar valuation and a $10 billion deal with Open AI and a new |
| 0:40.0 | agreement with AWS. The CEO is openly saying they took the fastest inference business at |
| 0:45.5 | Open AI away from Nvidia. This is quite a big claim. The next thing is that Stanford's new |
| 0:51.5 | AI index just dropped and the performance gap between the best |
| 0:55.7 | US and Chinese models has collapsed to a 2.7% lead in favor of the United States. Also in the same |
| 1:03.6 | report, AI agents jumped from 12% success on real computer tasks to 66% in one year. So we're going to get into all of that. And personally, |
| 1:13.2 | I'm seeing a lot there. The other store that I want to talk about is that Anthropic just passed |
| 1:17.1 | Open AI in revenue, $30 billion in annualized versus $25 billion for Open AI. And they did it while |
| 1:24.1 | training their models with way less compute. This is probably the most insane thing I've seen in a long time once you start looking at |
| 1:31.0 | these charts. |
| 1:31.8 | And if you've been trying to figure out how to actually use AI for your work, not just |
| 1:35.6 | chatting with one model, but actually building little automations to save you time, |
| 1:39.6 | check out my own startup, AIbox.ai. |
... |
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