Counterpoint Research's Q1 2026 Global LLM Adoption and Revenue Snapshot shows Anthropic at 31.4% of global LLM revenue versus OpenAI's 29%, the first time Anthropic has led the table. The gap is a function of monetization: Anthropic extracts $16.20 average monthly revenue per active user versus OpenAI's $2.20, with a user base of roughly 134 million versus OpenAI's ~900 million. Anthropic's annualized run-rate has reached ~$30B — up from roughly $1B a year ago — driven by enterprise API contracts and cloud provider deals; eight of the Fortune 10 are now Claude customers.