Anthropic’s growth revenue multiple in the first five months of 2026 dwarfs OpenAI’s, but how long can this realistically last?

If a decent chunk of these revenues are a result of inefficient token spend, companies will be incentivised to cut spend or find ways to make it more efficient.

Uber’s CTO famously said he’d spent the entire 2026 budget already last month and this week, their COO said AI spend must show ROI for it to be justified.

Curious to see how revenue growth looks in ~12 months and what companies do to manage spend under greater scrutiny.