How OpenAI and Anthropic print
API usage first. ChatGPT subscriptions second. Enterprise seats on top of both.
Mostly API. Claude seats sit on top. Less consumer habit than OpenAI.
The mix
Hover a slice
- API usage45%70%
- ChatGPT35%—
- Enterprise / reserved15%—
- Other5%5%
- Claude seats—25%
- OpenAIAnthropic
OpenAI
The lab sells tokens and a habit. The seat is the person who keeps the token bill from exploding.
Pays: Developers on the API. Consumers on ChatGPT. Enterprises on reserved capacity.
Builds: Research and applied engineering. The product is the model and the surface on it.
Anthropic
A lab that sells the model into other products. The builder is the customer.
Pays: Labs and enterprises calling Claude. Teams on Claude.ai.
Builds: Research, alignment, and the API surface. Fewer consumer PM seats than a chat app.