Cathie Wood: Anthropic OpenAI ARR Exceeds $115 Billion

Cathie Wood founded ARK Invest in 2014 specifically for the current Anthropic OpenAI ARR growth moment, with data showing Anthropic annual recurring revenue above $74 billion and OpenAI above $41 billion, the latter doubling from $20 billion at the start of the year for a combined $115 billion that exceeds trailing twelve-month revenue at SAP, Salesforce and Adobe while approaching the $150 billion run rate of Microsoft’s Productivity and Business Processes segment and surpassing revenue from Windows plus the Office suite launched in 1983.