ANTHROPIC directional thesis
Revenue went from $9 billion to over $30 billion in a single quarter, customers stick around and spend five times more each year, and 9 of the 10 biggest companies are buyers.
“We started the year with about $9 billion of run rate revenue and we ended the quarter with, you know, north of $30 billion of run rate revenue. I mean, that kind of a change is really enabled by these model intelligence leaps and then the products that we build around them.”14:24claim_id
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