Open Source AI ARR Surges from $1 Billion to Over $10 Billion
Analyst Joey Brookhart discusses the rapidly intensifying competition in the AI market, noting that open-source model annual recurring revenue has jumped from about $1 billion in the first quarter to over $10 billion in the third quarter.
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The tape
1 quote
“open source, you know, has grown from probably a billion dollar ARR in Q1 to 10 billion plus here in Q3.”
Joey Brookhart
Heard on Decoder with Nilay Patel — “Inside Anthropic’s trillion-dollar AI gamble”, published Thursday, October 29, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.