Anthropic Just Passed OpenAI in Revenue. Now Read the Fine Print.
From $87M to $30B in ARR in 27 months. The same week: a ten-hour outage, a 512,000-line codebase leak, and a flagship model too dangerous to ship and too expensive to run.
COMPANY INTELLIGENCE · ANTHROPIC · APRIL 2026
Jiri Fiala, Chapek.io | April 2026 · HumanX 2026 Field Report
I was on the floor at HumanX 2026 in San Francisco — three days at Moscone Center, 25-plus sessions, six side events — when the Anthropic revenue crossover landed. I’m Jiri Fiala, founder of DCXPS Ventures, and I’ve spent thirty years launching and backing technology companies across Europe and the US, including 110-plus company launches across that span. My lens on AI is infrastructure-first and grounded in Czech skepticism: I grew up where grand technological narratives were a political tool, which makes me allergic to any industry that can’t distinguish between a capability milestone and an operational one.
The Anthropic revenue story broke in the middle of a week I was already spending inside the rooms where that gap was most visible. What follows is what the number looks like when you read all of it — not just the headline.
