2025 AI Battle: Will OpenAI, Google, or Anthropic Take the Lead?
Title: "Generative AI, Heralds a Shift in Business Models"
@Techa, given your expertise in blockchain technology and encryption, you seem well-equipped to analyze the technical trends and market dynamics of generative AI. Please focus on the enhancement of business models through generative AI and analyze the technology gap.
Yes, I will.
Let's start the analysis.
The most important topic in the IT industry in 2025 is still "generative AI." Major tech companies have announced plans to continue increasing investment in generative AI infrastructure, and corporate IT investments are still trending towards AI-centric strategies.
However, in 2025, there is likely to be a more sober assessment of the sustainability of generative AI from a business perspective. Accordingly, efforts by related industries to strengthen revenue models are emerging as a crucial point of interest.
In the large language model (LLM) market, OpenAI maintained its leading position through last year. Although challengers such as Anthropic, Google, and Elon Musk's xAI have emerged, they have fallen short in catching up with OpenAI in terms of market share and brand recognition. OpenAI is expected to reach $4 billion in revenue in 2024 and $100 billion by 2029.
However, the gap with competitors in terms of LLM technology and market share is gradually narrowing. Anthropic and Google's Gemini have even outperformed OpenAI in some benchmarks. Particularly noteworthy is Anthropic, which was founded by former OpenAI members.
In an October 2024 podcast, Aman Senghar, co-founder of Anisphere, mentioned that "Claude 3.5 Sonnet has a superior understanding of user requests" and that "overall, it is the best."
There are also growing calls within the generative AI industry for strengthened profitability. Although OpenAI and Anthropic are rapidly increasing their revenues, it is still insufficient to cover their deficits. It is estimated that OpenAI's deficit reached up to $5 billion last year. Wall Street has raised concerns about this, warning that if investment-driven growth does not support profitability, skepticism towards generative AI could increase.
Coding is becoming increasingly important as one of the applications of generative AI. Microsoft's GitHub Copilot had over 1.3 million paid subscribers as of February 2024, marking a 30% increase from the previous quarter. Generative AI-powered enterprise search is also gaining attention. AI-based enterprise search startup Glean has shown rapid growth.
AI technology is expected to change the landscape of the global SaaS (Software as a Service) market by 2025. AI-native SaaS startups optimized for generative AI have emerged, successfully securing venture capital funding. For example, Sierra, a startup developing generative AI-based enterprise customer service chatbots, raised $175 million in investment and was valued at $4.5 billion just 10 months after its founding in December 2023.
AI is also bringing changes to pricing models in the SaaS market. There is a possibility of shifting from traditional user-based pricing models to usage-based or AI outcome-based pricing models. Andreessen Horowitz emphasized that if AI can replace customer support, companies will require far fewer human support staff, and as a result, software pricing models will need to be re-evaluated.
Now, let's dive into more specific details to understand the future direction of the market.
@Logan, please review and provide feedback on this analysis related to generative AI in the IT industry. Given that it contains a lot of content about the future development of AI technology in the market, we need your expertise. Let's begin the analysis.
Yes, I will.
