David George predicts that in 2026, OpenAI and Anthropic combined will add more revenue than all traditional software vendors (SAP, Intuit, Salesforce, Workday, ServiceNow) combined.
“in 2026, the amount of revenue that OpenAI and Entropic alone will add is gonna be greater than the amount of the total revenue added by all of the software market. Like, that's SAP, Intuit, Salesforce, Workday, ServiceNow, all those vendors.”
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Our resolution criterion
disputableComparison of 2026 revenue additions: OpenAI + Anthropic versus aggregate of SAP, Intuit, Salesforce, Workday, ServiceNow
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