Two Labs Now Capture 89% of AI Startup Revenue

Anthropic and OpenAI together account for 89% of AI startup revenue, according to figures circulating this week — a concentration that reframes what "the ecosystem" actually means.

A striking figure made the rounds this week: @gavinz0228 reported that Anthropic and OpenAI now capture 89% of AI startup revenue between them. Treat the precise number with caution — revenue attribution across a fast-moving sector is messy — but even directionally, it describes an ecosystem that is not really an ecosystem so much as two foundations with a thin layer of applications built on top.

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