Gary Marcus and Dwarkesh Clarify: Anthropic on Track for $100B Revenue Run Rate
GaryMarcus · x · 2026-08-06
Gary Marcus issued a clarification regarding the debate over Anthropic's financials. He noted that Dwarkesh's blog post mentioning $100 billion actually referred to ARR (Annual Recurring Revenue) or Revenue Run Rate, despite using the term 'revenue'. The two agreed that reaching a $100 billion revenue run rate for Anthropic this year is plausible, with differences only in expectations for the final months of the year.
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