Noesion Radarnoesion.ai
Market2026-09-29

Anthropic introduced enterprise metered billing in March 2026. It doubled revenue in one quarter. OpenAI cut the price of its cheapest model by 80% three months later. Both moves segment pricing by buyer type. OpenAI’s run rate is now near $70 billion. Anthropic and OpenAI may each reach $100 billion in revenue by year-end. Amazon and Google together accounted for nearly a quarter of Anthropic’s revenue last year. Neither is locked into a long-term contract. The market remains fluid with buyers still undecided.

What changed

Uniform pricing across all customer tiers.

What it unlocks

Segmented pricing models tailored to different buyer groups.

  • 80% price cut on cheapest tier
  • enterprise metered billing doubled revenue in a quarter
  • OpenAI approaching $70B run rate
  • Anthropic & OpenAI nearing $100B revenue by year-end

Sources

Send this to someone who needs it

Shares the story and its sources. Nothing about you.

What does this mean for your job?

This is the story as everyone gets it. Once a week we send you the version written for your role — what changed, why it matters for the work you actually do, and one thing to try. Free while we tune it.