Discussion · bonfire.cafe

Anthropic has been growing revenue 10x each year since founded.
- End of 2023 ($100M ARR)
- End of 2024 ($1B ARR)
- End of 2025 ($9B ARR)
and it now looks set to grow revenue by 80x this year which has exceeded their capacity estimates leading to the huge deals with Google and SpaceX/xAI announced this year.

They are actually delivering on the AI revenue hype that OpenAI has been claiming.

https://www.nytimes.com/2026/05/06/technology/anthropic-ceo-ai-growth.html

https://www.nytimes.com

Anthropic’s C.E.O. Says It Could Grow by 80 Times This Year

D. Olifant

@oli@olifant.social · 1 hour ago

@carnage4life That's revenue, not profit, and a counterpoint:

https://www.wheresyoured.at/am-i-meant-to-be-impressed/#anthropic-appears-to-be-losing-far-more-money-than-people-believed

Ed Zitron's Where's Your Ed At

Am I Meant To Be Impressed?

If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s finances,