US EditionLLM Companies vs SaaS Giants: Who’s Winning in AI Monetisation?
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LLM Companies vs SaaS Giants: Who’s Winning in AI Monetisation?
OpenAI’s revenue reportedly surged to $3.7 billion last year. Its compute bill, however, was estimated at $5 billion. Meanwhile, Microsoft’s AI revenue run rate climbed past $13 billion in early 2025, quietly built into its Office and Azure stack. A new report by Bondcap lays out the monetisation story in generative AI, venture-fuelled LLM players chasing speed and scale, versus SaaS leaders adding AI into existing workflows. With over $95 billi…
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