In this episode of Mostly Growth, the number one podcast in product monetization, CJ and Kyle break down Anthropic’s absurd revenue ramp, debate whether OpenAI’s ad forecast passes the sniff test, and talk through how teams are actually using Claude today.

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SPONSORS:

beehiiv is a modern newsletter platform built for creators who want to grow and monetize their audience without platform tax. With best-in-class deliverability, built-in automations, customization, and powerful analytics, beehiiv helps writers scale with full ownership of their audience. Trusted by serious newsletter operators, it’s designed for people who treat newsletters like a business. Try it free at https://www.beehiiv.com/kyle and use code KYLE30 for 30% off your first three months.

Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run

Lightfield is an AI-first CRM built for modern sales teams that want to manage deals without manual data entry or dashboards. By joining sales calls, reading emails, and maintaining full account context, Lightfield helps teams prioritize deals, automate follow-ups, and stay prepared for every interaction. It’s like having a sales coach, RevOps analyst, and EA in one. Start a 14-day free trial at https://www.lightfield.app and use code MOSTLYGROWTH to get 3 months free.

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LINKS: 

Mostly Metrics: https://www.mostlymetrics.com

CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/

Growth Unhinged: https://www.growthunhinged.com/

Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/

Slacker Stuff: https://www.slackerstuff.com/

Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/

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RELATED EPISODES:

Why Your Free Users Don’t Convert (And How to Fix It)

https://youtu.be/i5ZZiZEu8M4

Why SaaS Growth Always Slows (And How the Best Avoid It)

https://youtu.be/d-G5i6a1Dmw

Grindr’s $0 CAC Secret from the CFO Who Launched Disney+ | Vanna Krantz

https://youtu.be/ijFIMmtpLNw

ChatGPT’s $44 Billion Ad Play

https://youtu.be/PcZoKVdaGm0

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TIMESTAMPS:

0:00 ChatGPT vs. Claude

4:25 Show intro

4:49 Topic intro: Anthropic Q1

5:23 $30B run rate — $21B added in one quarter

6:07 Anthropic revenue timeline

7:38 Claude Code and Cowork driving growth

9:08 Anthropic vs. OpenAI business models

9:47 Sponsors — beehiiv | Tabs | Lightfield

12:48 ChatGPT free-to-paid conversion

15:37 $10M revenue per employee

16:35 OpenAI ad model update

17:02 OpenAI's $102B ad forecast

19:23 ARPU comparison vs. Meta

19:56 Ad model changes incentives

22:31 Go to market teams adopting Claude

23:10 Claude chat vs. cowork vs. code breakdown

26:21 Survey: top use cases

26:44 Go to market and prospecting use cases

29:48 Is Claude replacing tools?

31:33 Calendly rescheduling blunder

32:56 Corporate concert blunder

34:38 Credits

#MostlyGrowthPodcast #AIStrategy #Anthropic #SaaS #ProductMonetization