Anthropic’s ARR may have surged in October after token price cuts

A user estimates Anthropic’s annual recurring revenue likely surged in October after it cut token prices, basing the calculation on OpenRouter data shared by lfg_cap. The user argues that GPU rental prices have surged even as token prices fell across the AI market. Separately, another user says OpenRouter shows Anthropic’s seven-day token average rising from about 0.65 trillion per day on September 22 to about 2.25 trillion on October 24.