2026-01-23
Wired
4 related
Source: by the end of 2025, Claude Code's ARR had grown by at least another $100M from the $1B announced in November, making up 12% of Anthropic's total ARR
WIRED spoke with Boris Cherny, head of Claude Code, about how the viral coding tool is changing the way Anthropic works.
2025-11-19
TechCrunch
1 related
Guardio, which helps detect malicious code created with AI tools, raised $80M led by ION Crossover, and says it has 500K paying users and $100M in ARR in 2025
Ivan Mehta / TechCrunch :
2025-10-23
The Information
Source: Suno hit ~$150M in ARR from subscriptions to its app, up nearly 4x YoY; it has $10 and $30 per month subscription tiers, implying 5M+ subscribers
You can count the number of breakout consumer AI applications on the fingers of one hand. There's OpenAI's ChatGPT and...that's about it, at least so far.
2025-10-15
Financial Times
3 related
Sources: OpenAI makes a five-year business plan to meet $1T+ spending pledges; OpenAI currently books ~$13B in ARR, 70% of which comes from consumer ChatGPT use
New revenue lines, debt partnerships and further fundraising targeted to cover enormous costs
2025-01-30
Financial Times
1 related
Mistral AI, seen as Europe's great hope for AI, is losing ground to US rivals and being overshadowed by DeepSeek; sources say its ARR is in the tens of millions
Financial Times : X: @workmj and @starcourse . Forums: Slashdot X: Michael Jackson / @workmj : “One investor in Mistral is less bullish in private. ‘They are starting to see the writing on the wall,’...
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