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Julius Baer: Anthropic's Enterprise Business Strength Increases Pressure on OpenAI
8 hour ago /
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Author：小编
Enrico Chinello, an analyst at Julius Baer in Switzerland, stated that the AI adoption rate in the United States indicates that Anthropic has surpassed OpenAI, with the latter considering price reductions to respond to the trend, boost usage, and regain market share. The key difference lies in the customer base, with Anthropic deriving approximately 85% of its revenue from enterprises, while OpenAI generates most of its revenue from ChatGPT consumer subscriptions, with the vast majority being free users.
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