Also it was but a few months ago that their CFO said, in a court filing, that Anthropic's revenue across the entire lifetime of the company "exceeds $5 billion". Pretty strange.
How is it strange? The "exceeds $5B" quote was from December 2025. Anthropic has seen tremendous growth since then, ever since Claude Code with Opus 4.5 got really good at coding.
If you've ever been at a startup, this is exactly what it looks like when you go from not having product-market fit to having it (though with a few extra zeros on the end compared to most).
All three of those are official releases from Anthropic. You can choose not to believe the if you like, but since they plan to IPO this year it's in their interest not to get caught lying to potential investors.
As a non-public company they can use whatever non-GAAP black magic accounting to claim anything while still not technically lying. It just doesn't correlate to anything we'd actually call revenue.
> Their revenue has quadrupled in just a few months
Maybe, maybe not. We haven't seen that S-1 yet. All we have is the 5B in lifetime so far. PLUS - revenue quadrupled or not, it only matters if their costs did not expand at the same rate or more. Revenue is not profit.
OK, so when S-1 comes out you will finally allow yourself to be wrong? Your prior is, a 1T company plans to IPO and their leader has been loudly committing an insane amount of fraud? I mean this of course is possible but that is quite the conspiracy. The scrutiny of an IPO would be a crazy thing to do if you were committing fraud at the scale you're suggesting.
Revenue is not profit yet the discussion in this particular thread is about revenue.
If you've ever been at a startup, this is exactly what it looks like when you go from not having product-market fit to having it (though with a few extra zeros on the end compared to most).