Tanay Jaipuria's article on OpenAI and Anthropic breaks down the financial growth, consumer subscription models, and API partnership significance. OpenAI's revenue is projected at ~$5B-5.2B by 2024 end, a 225% increase y/y. Notably, ChatGPT subscriptions might accrue $2.7B. Anthropic is expected to hit $1B in annualized revenue, with its API, especially via Amazon, being a key revenue source. Both companies are predicted to suffer substantial losses, foreshadowing considerable capital requisites for their business models.