Comment by tarvaina
1 day ago
Anthropic hit 9 billion ARR in Dec 2025 and 80 billion in Oct 2026. Meta hit 9 billion in 2014 and 80 billion in 2020. It is now at 250 billion. At this growth rate Anthropic will be bigger than Meta already next year.
Caveats: It's hard to believe that this growth rate would continue. And Meta's numbers above are trailing 12 months, while Anthropic's are annualized run rate.
We already know the growth rate doesn’t continue, their q3 is a massive slowdown compared the 26H1.
Also, ARR as in Annualized Run Rate is a bullshit, non-standard metric only used to mislead investors
> Anthropic hit 9 billion ARR in Dec 2025 and 80 billion in Oct 2026
This is a bit misleading and based on projections of prior reported months. Growth has already slowed, Q3 in dollars was less than Q2. The timing aligns largely with the growth (since mid-summer) of open weight models.
https://www.regenerator1.com/p/anthropics-growth-just-flatte...
$80B ARR with an ~$160B net loss.
some of you are acting like earth is the size of jupiter and there's 800 billion humans not 8