Anthropic + OpenAI now capture 89% of AI startup revenue

A cohort of 34 leading AI startups is generating ~$80B annualized revenue ($6.6B/month), and Anthropic and OpenAI together account for 89% of it, per The Information's Generative AI Database. The duopoly gap with everyone else (Mistral, Cohere, xAI, the open-source crowd) is widening, not narrowing.