Anthropic's gross ARR reportedly hits $65B, implying a $1.3-1.6T valuation
LexSokolin · x · 2026-09-07
Per figures shared by @jonbma, Anthropic's gross ARR was reported at $65B in July 2026, with $10B in net new ARR per month — implying $85B in Q3'26 and $115B in Q4'26.
After stripping out:
- $5B of ARR attributed to Meta
- Revenue share paid to AWS Bedrock / GCP (assumed 20% take rate on 20-25% of API volume)
- 2% of API volume from Chinese labs distilling
Net ARR lands around $62B (Q3'26) and $82B (Q4'26). At a 20x EV/ARR multiple, that implies a $1.3T valuation in Q3'26 and $1.6T by Q4'26 — making the $1.4T pre-IPO price on prestocks look reasonable.
Lex Sokolin quipped: we will all work for Anthropic, especially the cypherpunks.
More from Companies & People
- Anthropic Claude Code engineer on internal AI coding practices and autonomy share — trq212 · 2026-09-07
- Sam Altman: Skip parties, conferences and tweets—build a great product and win users — himanshustwts · 2026-09-07
- Ex-Meta execs at OpenAI are 'running in challenger mode,' sparked by the Anthropic threat — ashleymayer · 2026-09-07
- Laid-off AI content marketer gives away 3 years of LinkedIn growth playbook — Accurate_Classroom56 · 2026-09-07
- AI fluency gaps within teams are the hardest part of building AI software — jacob_posel · 2026-09-07
- AI students are completely disconnected from the actual AI ecosystem — Medical-Newspaper519 · 2026-09-07