The AI Daily Brief: Artificial Intelligence News and Analysis 15 Business Model Questions for OpenAI and Anthropic
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Oct 17, 2025 The podcast dives into the impressive revenue growth of OpenAI and Anthropic, highlighting Anthropic's surge to a $7 billion run rate. It discusses Claude's new 'Skills' feature and Microsoft's ambition to make every PC an AI hub. Spotify's agreements with music labels on AI tools spark a debate about AI-generated music. The conversation also touches on the potential for OpenAI to pivot more toward enterprise sales and the inevitability of advertising as a new revenue stream.
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Build Modular Skills For Token Efficiency
- Leverage Anthropic's 'Skills' model pattern to build modular, token-efficient agent capabilities.
- Create small, documented skill modules so agents load only needed context and reduce token costs.
Anthropic's Explosive Revenue Trajectory
- Anthropic grew from $1B to a $7B run rate within a year and targets $20–$26B next year.
- This pace shows foundation-model firms can scale revenue extraordinarily fast compared to historical tech growth.
OpenAI's Ambitious Revenue Target
- OpenAI reached roughly $13B and projects $100B by 2028, creating huge pressure to find new revenue streams.
- That target forces questions about ads, enterprise focus, and alternative monetization beyond subscriptions.