OpenAI scale and market share losses
OpenAI passed a $40 billion annualized revenue run rate in August 2026, which is a large increase from the $20 billion recorded at the end of 2025. This growth follows a $122 billion funding round in March 2026 that established a $852 billion post-money valuation. Anthropic reported a $47 billion run-rate revenue in May 2026. Anthropic captured 40% of enterprise AI spending in 2025, while OpenAI’s share fell to 27% from 50% in 2023. The coding market favors Anthropic, which commands 54% of enterprise usage compared to OpenAI’s 21%. Businesses increasingly buy pre-built models instead of building their own systems. Only 24% of companies pursued building their own AI in 2025, down from 47% in 2024. ChatGPT reached 900 million weekly active users in 2026, but its share of AI chatbot web traffic fell to 53.9% in May 2026 from 79.0% a year earlier. Google Gemini reached 27.9% of web traffic in that same period, while Claude reached 9.2%. OpenAI processes over 2 billion prompts every day from 193 million daily active users. 92% of Fortune 500 companies use OpenAI products. In 2025, enterprise spending on large language models surged 180% to an average of $7 million per company, and Anthropic’s customers spending over $1 million a year doubled to more than 1,000. OpenAI’s B2B revenue increased more than 100% during the third quarter.
The ChatGPT Pro tiers and coding competition
The ChatGPT Pro plans include three usage tiers: Pro 100 at $100, Pro 200 at $200, and Pro 500 at $500. The Pro 200 tier provides ten times the Plus allowance, whereas the previous allowance was twenty. Users must measure their usage before October 29, 2026, because the current allowance for subscribers who joined before the September 3 GPT-6 Astra launch will drop. OpenAI’s Thibault Sottiaux stated that he had not seen anything like the demand for Astra until now. In March 2026, Anthropic fixed three engineering missteps that caused Claude session limits to run out during weekday peak hours.
| ChatGPT Plan | Monthly Price | Key Features |
|---|---|---|
| Free | $0 | GPT-5.6 Luna, limited uploads |
| Go | Not stated | More messages, more uploads |
| Plus | $20 | GPT-6 models, expanded context |
| Pro 100 | $100 | Higher usage than Plus |
| Pro 200 | $200 | Ten times Plus allowance |
| Pro 500 | $500 | Includes Ultrafast mode |
OpenAI’s Codex reached 20 million weekly active users by mid-August 2026, but it still trails Anthropic’s Claude Code in the enterprise coding market. Anthropic’s Claude Code reached $2.5 billion in annualized revenue by February 2026, having more than doubled since the start of that year. OpenAI reported 50 million paid subscribers across Plus, Team, Enterprise, and Pro tiers, yet its enterprise market share fell from 50% in 2023 to only 27% in 2025, showing a significant shift in corporate preference toward competitors. OpenAI’s dominance in the enterprise space is ending. You should monitor your own usage if you rely on the Pro 200 tier. Does OpenAI’s massive consumer base provide enough protection against Anthropic’s capture of high-value developer workflows?
Competition and profit margins
OpenAI lost $38.5 billion in 2025 on $13.07 billion of revenue. Anthropic leads where businesses buy model capacity by the token. Anthropic’s Claude Enterprise pricing starts at $30 per user per month and includes a 200K token context window. OpenAI’s enterprise revenue grew 50% quarter to date, but its coding share remains at 21%. Many companies now use both ChatGPT and Claude to cover different technical needs. OpenAI’s inference costs in 2026 are projected to hit $14.1 billion. In May 2026, Anthropic doubled Claude Code’s five-hour limits after a new compute deal, which helped reduce the peak-hour cut seen on Pro and Max plans. Anthropic’s Claude Enterprise holds ISO/IEC 27017, ISO/IEC 27018, and ISO/IEC 27701 certifications, and it counted more than 300,000 business customers as of October 2025. Anthropic also reported that its Claude Code tool has seen rapid adoption among developers since its launch.
