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Funding amounts and valuations are dated observations. Different transaction types and currencies are not directly comparable.
| Research lens | OpenAI ↗ | Anthropic ↗ | Mistral AI ↗ |
|---|---|---|---|
| Business model | Subscriptions and usage-based access connect consumer, developer and enterprise customers to AI models and tools. The central economic question is how paid demand develops relative to compute, research and distribution costs. | Claude is sold through consumer subscriptions, enterprise products and APIs, including cloud distribution partners. Adoption matters alongside inference costs, customer retention and the capital required to develop new models. | Open-weight models sit alongside commercial software, deployment services and AI infrastructure. The research question is whether customer control and European sovereignty needs support durable paid demand. |
| Selected founders | Sam Altman, Greg Brockman | Dario Amodei, Daniela Amodei | Arthur Mensch, Guillaume Lample, Timothée Lacroix |
| Most recent event covered | New investment announcement · Feb 27, 2026 | Series F · Sep 2, 2025 | Series D · Sep 8, 2026 |
| Disclosed amount | $110B | $13B | €3B |
| Valuation and basis | $730B · Pre-money valuation | $183B · Post-money valuation | More than €21B · Post-money valuation |
| Named investors in cited events | SoftBank, NVIDIA, Amazon | ICONIQ, Fidelity Management & Research, Lightspeed Venture Partners, Coatue, GIC | Samsung Electronics, Scaleup Europe Fund / EQT, PSG Equity, ASML, NVIDIA, Salesforce Ventures, a16z |
| Key question | Enterprise and developer adoption — what changed in the latest original disclosure? | Enterprise usage — what changed in the latest original disclosure? | Enterprise renewal and deployment expansion. |
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| Original sources | Read the evidence ↗ | Read the evidence ↗ | Read the evidence ↗ |