Valuation analysts believe Anthropic has a higher chance of holding its value in public markets and will likely go public before OpenAI.

OpenAI is preparing for an IPO later in 2026.

Anthropic predicts that more powerful AI models will be developed by Anthropic and other organizations in the future.

Ramp's AI index shows that Anthropic was already having its biggest month ever.

Following the Pentagon deal, many people are actively boycotting OpenAI's products and considering alternatives, with Anthropic being the biggest winner so far.

Anthropic started charging for API access in early 2023, reached a $1 billion run rate by the end of 2024, launched Claude Code in February 2025, reached $4 billion by mid-2025, $9 billion by end of 2025, and $30 billion by April 2026.