Sacks and Baker predict Anthropic could hit $400B-$500B ARR by 2027
AccBalanced · x · 2026-08-18
Investors David Sacks and Gavin Baker predicted on the All-In Podcast that Anthropic's ARR could reach $400B-$500B by 2027. Sacks considered this conservative, citing compute constraints as the main bottleneck rather than demand. Baker expressed willingness to bet 25-30% above Wall Street consensus. Counter-views suggest a $250B baseline is more realistic given compute and regulatory hurdles.
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