# The rapid shift in sentiment from last year reflects the rapid pace of AI advancement.

*genai · news · 2026-04-10 · Business Insider*

## Key points

- Anthropic has overtaken OpenAI as the favored AI company among Silicon Valley VCs.
- Anthropic's run-rate revenue surpassed $30 billion, up from $9 billion at the end of 2025.
- Anthropic announced its new Mythos model, withheld from public release due to cyber attack risks.
- VCs perceive Anthropic's $380 billion valuation as a better bargain than OpenAI's $852 billion.

**Companies:** OpenAI, Anthropic, Mithril, Theory Ventures
**Countries:** United States

[Read the full story on Business Insider](https://www.businessinsider.com/the-consensus-was-openai-is-cooked-and-anthropic-is-cooking-2026-4)

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