[jonas21]

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).

[hansmayer]

Ah yes, December 2025...such a long, long time ago...

[enraged_camel]

Your comment is not a serious one. Their revenue has quadrupled in just a few months. So yes, December 2025 is a long time ago now.

[Laurel1234]

You've had a couple lobotomies too many if you think their revenue has quadrupled in just a few months.

Hell, say it did, how would you possibly know?

[simonw]

Dec 3rd 2025: https://www.anthropic.com/news/anthropic-acquires-bun-as-cla... - "In November, Claude Code achieved a significant milestone: just six months after becoming available to the public, it reached $1 billion in run-rate revenue."

Feb 12th 2026: https://www.anthropic.com/news/anthropic-raises-30-billion-s... - "Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years."

Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025."

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.

[Laurel1234]

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.

[simonw]

It's still notable that, by whatever black magic accounting they are using, their number was $9bn in December and $30bn in April.

[IshKebab]

Do you have a source for that?

[hansmayer]

> 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.

[aspenmartin]

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.

[hansmayer]

> 1T company plans to IPO and their leader has been loudly committing an insane amount of fraud?

Ever heard of Enron, Theranos, SBX ? They were all hiding in plain sight - who could've thought they were frauds?

[aspenmartin]

That’s why I said it’s possible but it’s a very improbable and weird prior assumption to make