Amazon(US:AMZN) Benzinga·2026-02-05 10:10Core Insights - OpenAI CEO Sam Altman criticized Anthropic's Super Bowl ad campaign, which indirectly targets OpenAI's decision to incorporate ads into its ChatGPT platform [1][3] - Anthropic's commercials emphasize its commitment to keeping ads out of its chatbot Claude, contrasting with OpenAI's ad strategy [2][4] - Anthropic is projecting significant revenue growth, aiming for $18 billion by 2026 and over $50 billion by 2027, representing a nearly 180% annual increase [4][5] Company Strategies - OpenAI plans to run its own Super Bowl commercial while defending its ad strategy as aligned with its principles [3] - Anthropic's business model focuses on enterprise customers, with around 85% of its revenue coming from this segment, differentiating it from OpenAI's consumer-led approach [5] - By integrating Claude into corporate platforms like ServiceNow and JPMorgan, Anthropic is securing large, long-term contracts [5] Market Position - Anthropic is perceived to be winning the business model war against OpenAI due to its focus on enterprise clients and substantial projected revenue growth [4][5] - OpenAI's increased focus on ChatGPT has reportedly led to senior research-level departures within the company [5]