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🚨 Anthropic: The agony and the ecstasy

Exponential View Azeem Azhar â—Ź Covered by 11 sources

Anthropic’s private investor briefing leaked within minutes and the leaked figures were used to reassess the company’s AI-related revenue outlook. Third-quarter revenues were reported as $16.8bn, with annualized exit revenue of $76bn and net revenue retention around 900%. The result is a market shift toward slower-growth expectations and uncertainty over whether Anthropic can hit $60bn full-year revenue as it prepares to go public via an S-1 filing.

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Anthropic S-1 filing

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