Enterprise adoption of Claude models drove the rapid scaling.
someone check on Ed Zitron
Earlier this month, our run-rate revenue crossed $47 billion.
This growth has been driven by organizations across many industries deploying Claude in their core operations, and by a growing number of people using it for their everyday work.
Read more: https://www.anthropic.com/news/series-h
Users celebrate Anthropic's revenue run-rate leaping to $47 billion as proof the company built working AI rather than hype, while others attack journalists and skeptics as butthurt bubble deniers.
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#201Anthropic's self-reported run-rate revenue growth is wild - Axios @JimVandeHei said he could not find "any company — in any industry, in any era — that has scaled organic revenue this quickly at this level as Anthropic" when they were at $30B, and now they're at $47B! https://simonwillison.net/2026/May/29/anthropic/
Anthropic ARR from $3B to $47B in 1 year
Earlier this month, our run-rate revenue crossed $47 billion.
This growth has been driven by organizations across many industries deploying Claude in their core operations, and by a growing number of people using it for their everyday work.
Read more: https://www.anthropic.com/news/series-h
@kevinroose Some people are really lucky you can’t short private companies
someone check on Ed Zitron
@kevinroose I don’t really have a dog in this fight and I’m skeptical of EZ but I’m not sure news of an about-expected revenue figure undermines his core claims?
@ai_hyperbull @kevinroose @Miles_Brundage @edzitron Let’s do a gentleman’s bet.
Let’s revisit this thread and check in in 6 months, and see if your thesis has changed at all.
@venturetwins @kevinroose you know Ed Zitron went on a poscast with former Deadspin folks and was asked how to short some of these companies and he…basically encouraged them to figure out how!
https://defector.com/a-feast-of-sludge-with-ed-zitron
@Champselys93314 @kevinroose Do you see the words “about” or “expected” in reference to the revenue run rate? The announcement says it crossed that threshold this month.
@simonw @JimVandeHei I don't understand why people think annualized revenue run rate means 12 * last month. It might as well be 52 * last week.
@kevinroose I checked, everytime Anthropic makes more money its proof that its a bigger bubble than we thought
@simonw @JimVandeHei $30B to $47B is actually ridiculous
seen this movie before though, usually ends with a j curve and a reorg
I disagree with all your points.
The token demand is a mirage (“tokenmaxxing”).
The demand for hardware and the revenue rates are all based on the peak of the current “training” era, which is coming to an end soon, as LLMs plateau from here.
He’s what’s going to happen:
Big companies are going to stop letting their employees use infinite tokens.
As a result, there will be a massive gradual movement away from Anthropic & OpenAI models to open source models that are way less expensive.
This will lead to a bullwhip effect that leads to the demise of OpenAI/Anthropic’s valuations, and leads to a 75%+ crash in NVDA’s stock.
@kevinroose You're going to keep asslicking them right up until the S-1 filing
@kevinroose
@kevinroose @Miles_Brundage Fuck @edzitron and his suubstack sub gimmick
there are no credible or legit US open source models my friend. META changed strategy - Google is doing a bit, Nvidia is trying but no one is funding open source. I'm in private markets, the biggest silicon bust is Samba Nova - who designed inference chips for open source. Smart money is on closed ecosystems (TPU/Tranium/Cerebras) and your Nvidia puts will decay over time. That stock is cheap. And y ou're a retard for putting life savings in options/puts. You shoudl own stocks and protect them with options/puts. who are you even? You seem smart but you're probably down on the year IMO... meanwhile I'm up 100% in 5 months.
@kevinroose Hopefully these are sustainable numbers and not the result of companies accidentally forgetting to put in token budgets this month.
@kevinroose 🙄…and where’s that money coming from? …and productivity gains from it?
@benjamin_horne @kevinroose @Miles_Brundage @edzitron really? tell me... has he been right about Anthropics profits? Or the H100 rental rates going up, not down, on the 90 dma... he's selling you comfort that you're right when I'm owning your wrong you cunt
@venturetwins @kevinroose They're announcing this because it's become very public that companies aren't seeing an ROI for expensive tokens and bailing. And you have idiot users spending $500M on tokens without knowing. Jig is up. Numbers don't make sense.
@kevinroose Why do they need 8 rounds of funding?