Grady Booch fires back at $100B Anthropic revenue claim: costs matter
Grady_Booch · x · 2026-09-08
Rohit Krishnan argued Anthropic's model sales could reach $100B—more than any pharma company's revenue, half of which is all Salesforce makes—and that supplanting such model revenue while still growing is extremely hard. Grady Booch pushed back, noting the 'funny little annoying detail' everyone glosses over: costs. The exchange highlights the ongoing debate over whether frontier labs' headline revenues survive accounting for their massive compute spending.
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