Discussion

• @matt_hougan Matt Hougan on x

  I increasingly wonder if the real risk of AI disruption for most investors is that public companies are being disrupted by private companies.

• @paulg Paul Graham on x

  When companies grow fast, it makes founders doubly rich. The company not only hits a given revenue number sooner, but is *more valuable when it hits it*, because the value of the company will be a multiple of the growth rate.

• @deredleritt3r Prinz on x

  Anthropic's revenue (annualized): - January 2025: $1B - May: $3B - June: $4B - August: $5B - October: $7B - December: $8B to $10B -February 2026: $14B -March 2026: $19B

• @samuel_spitz Samuel Spitz on x

  This is the most incredible growth ever to happen in the history of capitalism

• @jasonlk @jasonlk on x

  This is acceleration like no one on Planet Earth has ever seen And honestly it's getting good

• @jsevillamol Jaime Sevilla on x

  Turns out that antagonizing the US DoW is a very profitable marketing strategy.

• @paulg Paul Graham on x

  Companies grow fast now. That's the reason economic inequality is increasing, not some sinister policy shift.

• @thezvi Zvi Mowshowitz on x

  That's a doubling every two months, I was only promised a doubling every three and a half months.

• @menhguin Minh Nhat Nguyen on x

  at this rate, anthropic will make more revenue than netflix by mid-2026

• @benbajarin Ben Bajarin on x

  Our growth model/report on Anthropic may turn out to be pretty right on :) https://thediligencestack.com/ ...

• @hopes_revenge @hopes_revenge on x

  sending oomfie who works at anthropic a venmo request for the biggest number i can think of

• @signulll @signulll on x

  anthropic is about to pass openai in run rate?!?&?&? [image]

• @paulg Paul Graham on x

  People who don't understand the math of valuations can't imagine that founders could get so rich naturally. Whereas to founders and investors it's the most obvious thing in the world. This is one of the reasons there is such a disconnect between the tech world and politicians.

• @sspencer_smb Steven Spencer on x

  Anthropic military contract they lost about 1% of their updated annual revenue run rate... 😂

• @mrgoldbro Aidan Gold on x

  Anthropic grew their revenue run rate from $14B to $19B, in just the last few weeks. Adding $5B, just like that, is actually insane. We've never seen big numbers, move so quickly.

• @austin_rief Austin Rief on x

  Anthropic just hit $19B in revenue. That's up $5B in the last few weeks. As a reference point, the median revenue for the 2025 Fortune 500 is $16.64 billion. Anthropic is massive. [image]

• @alexeheath Alex Heath on x

  This shall forever and hitherto be known as the KP (Katy Perry) Curve

• @scaling01 @scaling01 on x

  Anthropic is overtaking OpenAI. Their revenue has more than doubled in 3 months! Anthropic revenue: - $7 billion in October - $9 billion in December - $14 billion in February - $19 billion right fucking now

• @timfduffy.com Tim Duffy on bluesky

  Anthropic revenue growth is terrifyingly fast www.bloomberg.com/news/article...  [image]

• @edzitron.com Ed Zitron on bluesky

  I have some real doubts about this, and how Anthropic is calculating ARR.  It was at $14 billion ($1.16bn over 30 days) on Feb 12, and now it's at $19 billion ($1.58 billion over 30 days).  They're either being outright deceitful or moving days around with no regard for potential…

• r/singularity r on reddit

  Anthropic is now nearing a $20B revenue run rate, up $5 billion in just a few weeks

• @apoorv03 Apoorv Agrawal on x

  Dario at MS TMT Conference today: On defense / DOW:"We really believe in defending America." Anthropic has been working with the national security community for 2 years. “We are the most lean forward.” On AI acceleration:"We do not see hitting a wall. This year will have a

• @fergdawg Paul Ferguson on bluesky

  I initially thought this was a @nytpitchbot.bsky.social post.  [embedded post]

• @woke8yearold Aleph on x

  Crazy chart. During early 2025 ChatGPT had the vast majority of business subscriptions but Anthropic kicked their asses [image]

• @bearlyai @bearlyai on x

  Anthropic's revenue ramp: 2021: Founded 2022: $10 million 2023: $100 million 2024: $1 Billion 2025: $9 Billion 2026: $30 Billion (est) [image]