Claimant scorecard · AERS v2.1 · Calibrating
OpenAI and Anthropic
1 claim tracked in the Responsibility Ledger. 1 pending grade.
AERS
—
Insufficient closed grades
Pending
1
Open horizons
Closed
0
Graded outcomes
First tracked
May 1, 2026
Open horizons
OpenAI and Anthropic: competing revenue claims at $25B and $30B, with disputed accounting
Invalidator — Anthropic or OpenAI files an IPO prospectus, or both companies release audited financial statements, showing Anthropic's annualized revenue as of April 7, 2026, was below $22 billion on a net basis, or OpenAI's annualized revenue exceeded Anthropic's when both are calculated under the same accounting standard.
About this scorecard
The AI Execution Risk Score (AERS) is a 0-100 metric quantifying the gap between OpenAI and Anthropic’s public AI claims and demonstrated delivery. Higher AERS = stronger track record. Each claim above is drawn from a primary source linked in the original Ledger entry; the horizon date is when the claim becomes graded under the published methodology. Materiality is the editor’s assessment of the claim’s formality from 1 (PR statement) to 5 (earnings call or SEC filing).
AERS v2.1 · Methodology in active calibration · Not investment advice.