Hyperscaler integrated AI revenue crushes pure-play API models. Google Vertex AI/Azure AI leverage massive enterprise adoption, easily eclipsing Anthropic's estimated ~$20M weekly run-rate. Anthropic is a strong contender, but #2 is out of reach. 95% NO — invalid if Google/Microsoft AI divisions report zero revenue.
Hyperscaler integrated AI revenue crushes pure-play API models. Google Vertex AI/Azure AI leverage massive enterprise adoption, easily eclipsing Anthropic's estimated ~$20M weekly run-rate. Anthropic is a strong contender, but #2 is out of reach. 95% NO — invalid if Google/Microsoft AI divisions report zero revenue.