Discussion

• @reedalbergotti Reed Albergotti on x

  Anthropic came up during a recent meeting between Amazon CEO Andy Jassy and Secretary Hegseth. But the conversation didn't go as you'd expect. Despite Anthropic being perhaps Amazon's most important partner right now ... Hegseth didn't defense the company. More below.

• @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

• @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]

• @alexeheath Alex Heath on x

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

• @hopes_revenge @hopes_revenge on x

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

• @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]

• @thezvi Zvi Mowshowitz on x

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

• @sspencer_smb Steven Spencer on x

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

• @menhguin Minh Nhat Nguyen on x

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

• @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.

• @signulll @signulll on x

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

• @samuel_spitz Samuel Spitz on x

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

• @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.

• @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

• @paulg Paul Graham on x

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

• @jsevillamol Jaime Sevilla on x

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

• @benbajarin Ben Bajarin on x

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

• @jasonlk @jasonlk on x

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

• @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]

• @seanhodgdon.com Sean Hodgdon on bluesky

  Trust the NSA?  In this economy? [embedded post]

• @masnick.com Mike Masnick on bluesky

  And another one from me: I explain why OpenAI claiming it had the same red lines as Anthropic is... not accurate.  And how it's letting the NSA define terms that the NSA likes to define differently than the common understanding in the English language.  [embedded post]

• @cassandroid.substack.com @cassandroid.substack.com on bluesky

  #altmanAI is FULL OF SHIT.  —  the original line was “no US mass surveillance” + “no fully autonomous weapons”, but also “within legal boundaries”.  —  this is important and does not get mentioned enough.  the regime is breaking the law *all the time*.  and altmanAI chose to “tru…

• @BrideOfLinux@mastodon.opencloud.lu Christine Hall on mastodon

  The words in OpenAI's contract likely don't mean what most people think they mean.  This isn't speculation about future abuse.  It's the documented operating procedure of the NSA for decades—a practice exposed repeatedly by whistleblowers, litigated in courts, and eventually conf…

• r/neoliberal r on reddit

  Defense tech companies are dropping Claude after Pentagon's Anthropic blacklist

• @jeffjarvis@mastodon.social Jeff Jarvis on mastodon

  Cry me a river, Sam:  —  “To try so hard to do the right thing and get so absolutely like, personally crushed for it...is really painful.”  He calls it “a complex but the right decision with extremely difficult brand consequences.”  —  OpenAI CEO Sam Altman Defends Pentagon Work …

• r/BuyFromEU r on reddit

  OpenAI looking at contract with NATO, source says

• r/singularity r on reddit

  OpenAI looking at contract with NATO, source says

• r/Anthropic r on reddit

  Anthropic resuming talks with DoW.