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Anthropic revenue tied to two customers as AI pricing war threatens margins
Anthropic faces risks as $5B run rate leans on Cursor and GitHub Copilot as OpenAI’s cheaper GPT‑5 undercuts Claude, spotlighting customer concentration risks and enterprise AI cost pressure.
Anthropic’s meteoric rise to a$5 billion revenue run rate conceals a precarious dependence on just two major customers that account for nearly a quarter of the artificial intelligence company’s income, according to internal data and industry analysis that reveals both the promise and peril of the AI coding boom. Early comparisons show Claude Opus 4 costs roughly seven times more per million tokens than GPT-5 for certain tasks, creating immediate pressure on Anthropic’s enterprise pricing strategy and potentially threatening its hard-won dominance in AI coding. As GitHub Copilot grows more successful, Microsoft faces increasing pressure to integrate its own OpenAI partnership more deeply, potentially displacing Anthropic despite Claude’s current performance advantages.
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