points by tarvaina 1 day ago | 0 comments
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.
[–] verdverm 1 day ago
> 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...
[–] segfaultex 1 day ago
$80B ARR with an ~$160B net loss.
[–] freecodeio 1 day ago
some of you are acting like earth is the size of jupiter and there's 800 billion humans not 8
Also, ARR as in Annualized Run Rate is a bullshit, non-standard metric only used to mislead investors