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The AI Valuation Collision: OpenAI’s Stumble vs. Anthropic’s Surge

17 min read

The golden age of AI growth assumptions is ending. OpenAI just slashed its 2026 revenue projections by a staggering $20 billion, while Anthropic’s Q3 earnings soared to $16.8 billion. In this deep dive, we examine the fundamental commercial shift occurring between these two AI titans and what it mea