The charts behind the OpenAI-Anthropic revenue race — Anduril’s valuation and venture’s comeback

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We recently launched a a searchable archive of every chart, diagram and data visual published in The Information's reporting. Our charts condense months of sourcing and analysis into a single view — helping explain how competition, valuations and capital are shifting across tech.

Below are three charts from that archive that capture the race for AI revenue, the changing valuation of defense tech and the surge of new venture capital.

OpenAI vs. Anthropic: The Revenue Duel

This chart tracks the annualized revenue growth of OpenAI and Anthropic. While OpenAI remains far ahead, Anthropic has rapidly expanded revenue and narrowed the gap.

How Anduril Stacks Up

This chart compares Anduril's projected price-to-sales multiple with major defense contractors and Palantir. The company's valuation sits far above traditional defense firms, highlighting how investors are pricing the next generation of defense technology.

Venture Capital's Full Throttle

This chart shows how much capital major venture firms have raised since 2023 compared with the previous two decades, illustrating the scale of new funding entering the startup ecosystem.

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