Leaked chart suggests Anthropic's $76.8B ARR growth peaked in July, fueling bubble debate
SumitGup · x · 2026-10-12
A leaked TickerTrends chart puts Anthropic's annualized revenue run-rate at $76.8B as of Sept 24, 2026, up just 1.8% month-over-month, with growth visibly flattening after a July peak. The poster frames this as evidence that AI companies' revenues have peaked while costs climb, claiming calls for regulation amount to a request for a taxpayer bailout — a conspiratorial reading. Dario Amodei did publicly urge government oversight the same morning, but the doom framing and the chart itself are unverified.
More from Venture
- GSC data shows post-purchase pages outnumber consideration pages in Gen AI traffic — gaganghotra_ · 2026-10-12
- Solo dev rebuilds Word, Excel and PowerPoint as free open-source apps with Claude, claims 4x Google's revenue per employee — lulzxdxdxd · 2026-10-12
- Schneider to Acquire PTC for $22.6B as Industrial Giants Move Up and Down the Tech Stack — shashib · 2026-10-12
- Founders Will All Be Marketers: $35M Startup Offers Equity for Creator Content Help — noahsolomon · 2026-10-12
- Three types of AI startups — model, deployment, data — and you'll likely end up doing all — animesh_garg · 2026-10-12
- Ed Zitron: AI needs $425B annual revenue to justify hyperscaler capex, $260B short — SumitGup · 2026-10-12