Analysts say Anthropic overtook OpenAI in monthly revenue in April

- Analysts and internal data point to Anthropic hitting a revenue crossover with OpenAI in April 2026, driven by enterprise contracts and agent deployments. (x.com) - Enterprise LLM spend share for Anthropic is projected to rise from about 12% in 2023 to roughly 48% by 2026 in the cited analysis. (x.com) - That momentum is forcing competitors to rethink enterprise sales motions as Anthropic racks up boardroom deals. (x.com)