According to CoinMeta, analyst Jukan, citing data from TickerTrends, indicates that the annual recurring revenue of Anthropic ( ARR ) as of September 24, 2026, was approximately $76.8 billion, with a month-over-month increase of only 1.8%, while the ARR of OpenAI was around $50.44 billion, showing a month-over-month increase of 13.4%. Jukan believes that the growth rate of Anthropic has significantly slowed down, and the growth of OpenAI is also decelerating, questioning the reliability of the data from TickerTrends.