Anthropic’s S-1 reveals two areas where OpenAI could have the upper hand, experts say

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    "url": "https://fortune.com/2026/10/28/anthropic-s-1-where-openai-might-have-advantage/",
    "title": "Anthropic’s S-1 reveals two areas where OpenAI could have the upper hand, experts say",
    "author": "Emily Forlini",
    "excerpt": "Now that Anthropic’s S-1 is public, it provides a natural comparison point to its rival OpenAI, if and when the latter eventually files its IPO prospectus (likely sometime in 2027). Analysts have been poring over Anthropic’s filing this week, and so far are already expecting OpenAI’s version to tell a different financial story. Specifically, it could have two potential advantages over Anthropic. The first is in the revenue growth rate. Second, is the diversity of the business, specifically OpenAI’s consumer business. In the first six months of 2026, Anthropic’s revenue hit $16.3 billion, a 1,300% year-over-year increase - just five years after its founding in 2021. That’s the fastest growth rate among multiple other eye-popping growth rates the company has seen in recent years. In 2023, Anthropic’s revenue was $41 million, and in 2024 it grew 841% to $386 million. in 2025, its revenue jumped again to $4.6 billion, up 1,088%. “A company hitting this kind of scale this quickly is unprecedented,” Aman Verjee, General Partner and Founder of Practical Venture Capital, told Fortune . Others we spoke to called it “stunning” and “extraordinary.” The consensus is the growth rate is potentially historic. But investors - and Anthropic itself - don’t expect the trend to continue. “We do not expect our revenue will continue to grow at comparable rates, and we cannot assure you that it will...",
    "product": "multi-image ad format",
    "summary": "OpenAI debuted a new multi-image ad format for its advertising platform in ChatGPT.",
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    "image_url": "https://fortune.com/img-assets/wp-content/uploads/2026/10/GettyImages-2261854815-e1793133705969.jpg?resize=1200,600",
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    "product_data": {
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    "published_at": "2026-10-28T07:00:00Z",
    "article_sentence": "This week, it debuted another ad format, featuring multiple images, as it continues to evolve its offerings."
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