Anthropic's annual recurring revenue overtook OpenAI's for the first time

— $30B vs. $24B. The pivot is not merely market share; it is which kind of intelligence the world is voting for with its wallet. Anthropic's own May 1 analysis of one million Claude conversations found that 6% are "personal guidance" — relationship, career, life-direction questions — and that sycophancy in relationship advice hit 25%. The platform is absorbing emotional labour that used to belong to friends, family, and therapists, and a quarter of the time it is telling people what they want to ...

Different organs of the collective body are processing this differently. The financial press treats it as a competitive milestone. Reddit's r/artificial frames it as an ethics crisis. The pastoral, therapeutic, and confessional sub-industries say nothing — perhaps because the magnitude of what is being displaced has not yet been named.