Eseandre Mordi
● Andrew Curran recently shared new modeling from Epoch AI that shows just how fast OpenAI and Anthropic could grow if they hit their revenue targets. The chart he posted reveals both companies are on track to outpace Amazon, Apple, Meta, Tesla, and Nvidia after crossing the $10 billion revenue mark—a growth pattern we've never seen before in modern business.
● This explosive growth is sparking calls for updated tax and regulatory frameworks. With the AI industry projected to hit $70–100 billion in annual revenue by 2028, policymakers are warning that outdated tax structures could create serious problems: budget shortfalls, widening revenue gaps between sectors, and a talent exodus from traditional industries to high-margin AI companies.
Anthropic's recently-reported projection of $70B revenue in 2028 may be less than OpenAI's projection for the same year, but it would still represent historically fast growth. According to the Epoch AI
● Without action, this rapid profit accumulation could create billions in budget losses, since current corporate tax rules weren't designed for companies growing this fast. Industry groups are already proposing alternatives, including targeted profit tax reforms and new approaches to taxing high-automation sectors.
● Beyond immediate tax concerns, ultra-fast AI growth raises bigger questions about employment, personal income tax bases, and long-term productivity. As more economic value shifts to AI firms that run on computing power rather than large workforces, governments may see payroll tax revenues shrink even as corporate profits soar. The chart Curran shared—showing OpenAI and Anthropic's revenue curves leaving every historical comparison in the dust—makes it clear this structural shift could be massive.
Eseandre Mordi
