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Industry

The companies building AI and the economics behind them: strategy, funding, deals, leadership and competition.

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Industry · AnalysisAnthropic vs OpenAI revenue: why gross vs net accounting makes the run-rate headlines hard to compareBloomberg reported on October 9, 2026 that Anthropic counts the gross value of some Claude sales through cloud partners, while OpenAI books only its share. What gross and net revenue mean, and how to read the $50 billion, $65 billion and $70 billion figures.·7 min readIndustry · NewsOpenAI reportedly seeks $30 billion at a $1.4 trillion valuation as it deepens Atlassian dealThe funding talks are unconfirmed and OpenAI's IPO has slipped to 2027. The Atlassian expansion, announced October 6, is the part OpenAI has put in writing.·4 min readIndustry · AnalysisToken pricing isn't the story: what the official price pages actually tell youAnthropic and OpenAI now charge identical sticker prices at two tiers. Your bill is decided by tokenizers, thinking tokens, caching, long-context surcharges and tool fees.·8 min readIndustry · CompareFrontier APIs vs open models: what they really costHosted open models are cheap, but the frontier labs' small models now list even lower. Self-hosting pays off only at very high, steady volume. Verified prices and the arithmetic.·Checked Oct 8Industry · ExplainerOpenAI explained: who controls it, what it sells, and how it makes moneyFrom a 2015 nonprofit to a public benefit corporation reportedly seeking a $1.4 trillion valuation: OpenAI's structure, Microsoft deal, products, prices and revenue.·7 min readIndustry · ExplainerAnthropic explained: history, products and how it makes moneyFounded in 2021 by former OpenAI staff, Anthropic was valued at $965 billion in May 2026. Here's how it's governed, funded and paid, and what's unresolved.·9 min read

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