On May 23, 2026, Yahoo Finance reported that Anthropic's profit is set to double, humbling OpenAI's empire (source).

On May 23, 2026, Yahoo Finance reported that Anthropic's profit is set to double, humbling OpenAI's empire (source). This follows a report that Anthropic is raising an additional $30 billion at a $900 billion valuation (source), signaling strong investor confidence. Meanwhile, a founding member of OpenAI has joined Anthropic to boost Claude's research capabilities (source), representing a notable talent loss. Although OpenAI has positive developments—GPT-5.5 showing gains (source), a legal win against Elon Musk (source), and expanding its ads business (source)—the competitive landscape is intensifying. Anthropic's rapid profit growth, massive valuation, and talent acquisition pose a material threat to OpenAI's market position. The confidence is low due to mixed signals, but the net direction points downward.