Discussion

• @anthropicai @anthropicai on x

  We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models.

• @anthropicai @anthropicai on x

  Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: https://www.anthropic.com/...

• @yuchenj_uw Yuchen Jin on x

  Crazy revenue growth at Anthropic. So they officially surpassed OpenAI's $25B ARR reported a few days ago? The focus on coding models and enterprise clearly paid off. Once you're locked into a year-long contract, switching to Codex isn't easy. Claude Code shipping velocity is [im…

• @midnight_captl @midnight_captl on x

  With this announcement, I think Anthropic has officially surpassed OpenAI in ARR Absolutely wild. I thought this “may” happen later on this year, but for it to happen this fast... insane

• @matt_slotnick Matt Slotnick on x

  it's the United States of Anthropic now

• @scaling01 @scaling01 on x

  Anthropic run-rate now at $30B they are overtaking OpenAI [image]

• @amitisinvesting Amit on x

  BREAKING: Anthropic has now hit a $30B revenue run rate, up from $19B at the end of February. They added $11B of ARR in one month. We barely have agents in the enterprise. Most people still haven't even used an LLM. We...aren't bullish enough? $NVDA $AVGO $GOOGL $MSFT [image]

• @zeffmax Max Zeff on x

  Anthropic's ARR is now $30B, surpassing what OpenAI's ARR was reported to be last month ($25B). Worth noting these are somewhat apples and oranges figures because the companies seem to count revenue differently. But still important in shaping the story of who can IPO first

• @krispatel99 Kris Patel on x

  AKA... We're going to IPO soon.

• @patrickmoorhead Patrick Moorhead on x

  I remember so many people thinking I was nuts to suggest that years ago that XPUs would be successful and that it would be a GPU-only world.

• @austin_rief Austin Rief on x

  Anthropic added $21B in annual run-rate in Q1 of this year. Insane, unprecedented growth. [image]

• @eliebakouch Elie on x

  i'm never complaining about inference/training mismatch again [image]

• @lennysan Lenny Rachitsky on x

  Breaking: Anthropic is now at $30B ARR. Up from $19B in February. That's $11B ARR added in one month. WAT. [image]

• @krishnanrohit Rohit on x

  Anthropic has overtaken OpenAI

• @signulll @signulll on x

  astonishing. when a category hits must buy status the internet & compounding effects basically eliminate almost all demand supply matching latency.

• @stalkermustang Igor Kotenkov on x

  For reference, Anth projected they'd make 18B in all of 2026. If the revenue doesn't grow in the next 9 months, it'll be ($30B * 9 / 12) = $22.5B, surpassing the Optimistic Scenario from... DECEMBER 2025. A reminder that Dario is buying compute based on a pessimistic scenario. [i…

• @chatgpt21 Chris on x

  > claim there's an AI bubble >Anthropic hits 30B ARR in April. >19B in January > 57% growth in 3 months > Anthropic is going to profitable end of 27' at this rate.. [image]

• @fleetingbits @fleetingbits on x

  some thoughts on anthropic at $30bn run rate 1) anthropic is growing at an annualized 9,700%; this is the fastest revenue growth at this scale in history 2) i don't know how to communicate the significance of anthropic's growth rate at this scale without sounding hyperbolic

• @andrewcurran_ Andrew Curran on x

  This is the first time Anthropic has passed OpenAI's ARR.

• @jaredkubin Jared L Kubin on x

  Remember. “Run rate” is a PACE metric not a cumulative metric. The shorter the window like daily or weekly the less comparable it is (they wouldn't be disclosing daily spot would they?) I mean it's whicked impressive $9B run rate implies about $25M/day, $173M/week, $750M/month

• @juliusai @juliusai on x

  1000% CAGR over the last 2.5 years [image]

• @beffjezos @beffjezos on x

  This is long Google. TPUs are awesome

• @icebergy @icebergy on x

  funny in q1 wall st was really concerned about the ai spend actually creating revenue while everyone was burning tokens like crazy with codex and claude

• @firstadopter Tae Kim on x

  Oops. Looks like the Broadcom / Anthropic news isn't really new. Broadcom CEO announced it during the earnings call on March 4. I even wrote it up. lol [image]

• @altimor Flo Crivello on x

  Seems like a lot until you realize it's only $367M extra ARR per day

• @petergostev Peter Gostev on x

  It's so curious to me, doesn't look like Google is serious about AI. They've been investing in Anthropic for years, selling them TPUs, and basically diverting resources from Gemini while it is cracking under capacity constraints. Imagine OpenAI selling capacity to their core

• @benbajarin Ben Bajarin on x

  Seems probable that Anthropic passes Salesforce in revenue this year. I know not technically SaaS, more like intelligence as a service, but the fastest scaling enterprise software company in history is telling.

• @alexpalcuie @alexpalcuie on x

  > Our run-rate revenue has now surpassed $30 billion takes it from there and puts it on chips for more Claude for everyone [image]

• @benbajarin Ben Bajarin on x

  They have a compute deficit compared to OpenAI so really hope this helps because I'd like to be able to use Claude in the middle of the day!

• @conorsen Conor Sen on x

  Again, what is the rationale for valuing OpenAI above Anthropic? Anthropic should be $1 trillion at this point.

• @theprimeagen @theprimeagen on x

  The downfall of Nvidia begins? Long live dedicated silicon

• @nikunj Nikunj Kothari on x

  Added $21B in the last 3 months and $11B annualized run rate revenue in the last month alone... holy what @AnthropicAI 🤯 [image]

• @adamry_n Adam Ryan on x

  We are in the middle of moving our entire team from ChatGPT to Claude. We'll move over all company subscriptions. Cowork was the driving decision of that. But the product/eng team is all in Claude with Gemini as our backup tokens. Some Codex and Manus but Claude leading the way.

• @politicalkiwi Jesse on x

  so uhhhh this AI thing sure doesn't seem like it's a bubble.

• r/singularity r on reddit

  Anthropic have signed a deal for multiple gigawatts of next generation TPUs

• r/accelerate r on reddit

  Anthropic just passed OpenAI in revenue run rate.  OpenAI is at roughly $25B.  Anthropic just crossed $30B.  Sixteen months ago Anthropic was doing $1B.

• r/ClaudeAI r on reddit

  Anthropic have signed a deal for multiple gigawatts of next generation TPUs

• r/artificial r on reddit

  Anthropic have signed a deal for multiple gigawatts of next generation TPUs

• @deredleritt3r Prinz on x

  Anthropic revenue (annualized): - January 2025: $1B - May: $3B - June: $4B - August: $5B - October: $7B - December: $8B to $10B -February 2026: $14B -March 2026: $19B -April 2026: $30B (WTF???)

• @fahdananta Fahd Ananta on x

  Why do they so openly share their revenue when they're pretty guarded about everything else

• @justjoshinyou13 Josh You on x

  ["if you would please consult the graphs" guy but he's staring at the graphs in bug-eyed shock and terror]

• @spencerschiff_ Spencer Schiff on x

  Ed Zitron on suicide watch

• @pitdesi Sheel Mohnot on x

  $1B to $30B in 15 months 🤯 [image]

• @albrgr Alexander Berger on x

  Claude Code updated the @EpochAIResearch chart for me; I think the heading needs to change. [image]

• @gallabytes @gallabytes on x

  narrative violation: this is significantly faster than straight line on graph extrapolation would predict. my faith is shaken.

• @paularambles @paularambles on x

  it's all meta employees [image]

• @gergelyorosz Gergely Orosz on x

  Token usage is part of perf evaluations at Meta. This is just smart people (Meta only hires smart folks) hitting targets they assume leadership wants them to hit so they get that exceeds expectations (or above) rating + avoid below expectations (Perhaps this is Meta's goal btw)

• @alexolegimas Alex Imas on x

  Focusing on the input and not the output is literally the most Meta thing to do.

• @frank_liquid Frank on x

  Meta is one third of Anthropic revenue? 60T tokens / mo = $900M / mo = $10B ARR for Anthropic 🤯? This is also the largest enterprise contract in history. [image]

• @nickwingfield Nick Wingfield on x

  Orange Theory for nerds? @jyoti_mann1 shows how Meta employees can earn ‘Token Legend’ status and other leaderboard achievements by maxxing out their AI usage. https://www.theinformation.com/ ...

• @melindabchu1 Melinda B. Chu on x

  How is tokenmaxxing a measure of productivity or value?  I can write some bad code which causes an infinite loop and use up millions of tokens.  What is the output of this tokenmaxxing which has resulted in good products or positive outcomes for Meta?  I totally understand R&D in…

• @mitsuhiko Armin Ronacher on x

  I heard some stories about this in the last few weeks and it did not sound like a great work environment. https://x.com/...

• @joshgholder Josh Holder on x

  Every Meta employee I know, to a man, is desperately trying to leave the company

• @qurrie_com @qurrie_com on x

  @mitsuhiko imagine being stupid enough to tie the “performance” of your employees to something that costs you money

• @petergyang Peter Yang on x

  I don't know measuring productivity by token usage sounds almost as dumb as measuring by lines of code written.

• @theinformation @theinformation on x

  Exclusive: Meta employees are competing internally to become “Token Legends,” ranking themselves by how much AI compute they consume. The leaderboard reflects a new status game where token usage is tied to productivity and influence. https://www.theinformation.com/ ...

• @rhorider @rhorider on x

  Many such cases. Companies are measuring productivity to max token burn...even tying pay incentives to it Likely a reason Anthropic has been slamming the brakes on token usage. I imagine there's serious internal panic over models for true compute scale / cost needs rn

• @aakashgupta Aakash Gupta on x

  60 trillion tokens in 30 days. The math on Meta's “Claudeonomics” leaderboard is one of the wildest things I've seen this year. At Anthropic's Sonnet pricing ($3 per million input tokens, $15 output), even a conservative blended rate puts that north of $180 million a month. On

• @shakoistslog Shako on x

  From a game theoretic sense, I wonder if treating this as a KPI, but awarding max value to the 85th percentile would work, and penalizing people below it linearly, and above it non-linearly, would work.

• @maxleiter Max Leiter on x

  Texting my friend at meta [Screenshot of conversation: “True?”  Reply - “Yes, its sad"]

• @kakashiii111 @kakashiii111 on x

  “...competing on an internal leaderboard called “Claudeonomics”...” Apologies, Meta's FCF.

• @theprimeagen @theprimeagen on x

  The only winner here is Anthropic Definitely not the product Definitely not the engineers / staff Definitely not the users

• @thdxr Dax on x

  we do the same thing except we make fun of whoever is #1

• @jyoti_mann1 Jyoti Mann on x

  The highest ranked individual user averaged 281 billion tokens, which could cost millions of dollars, depending on the type of model used. https://www.theinformation.com/ ...

• @jyoti_mann1 Jyoti Mann on x

  Exclusive: Meta employees are “tokenmaxxing” and competing on an internal leaderboard called “Claudeonomics” for status as a token legend. Over a recent 30-day period, total usage on the dashboard topped 60 trillion tokens.

• @theinformation @theinformation on x

  Exclusive: Employees at Meta Platforms who want to show off their AI superuser chops are competing on an internal leaderboard for status as a “Session Immortal”—or, even better, “Token Legend.” Reporting from @jyoti_mann1 👇 https://www.theinformation.com/ ...

• @kimmonismus @kimmonismus on x

  Google has the equivalent of roughly 5 million Nvidia H100 GPUs! Therefore, it's no surprise that Anthropic's needs are now benefiting Google. As I said yesterday, Google is exceptionally well-positioned: strong revenue streams, its own chips, and above all: distribution. [image]

• @shiraovide Shira Ovide on bluesky

  Modest proposal:  —  No company (or news article or post) can use the words “run rate revenue” unless they explain how the run rate is calculated and if it's comparable to peers' calculation of this (bespoke and semi-fictional) number.  —  www.anthropic.com/news/google- ...  [ima…

• @mukund M Mohan on x

  Anthropic today said it is on a $30B run rate. So effectively bigger than $ADBE and now heading to $CRM land