Gary Marcus questions Anthropic: decelerating ARR growth vs a $2T valuation
GaryMarcus · x · 2026-10-15
Gary Marcus challenges Dwarkesh Patel by citing @stocktalkweekly's analysis: the market dislikes Anthropic's numbers because it may miss the $100B projected ARR and QoQ growth is markedly decelerating — Q1: $4.7B, Q2: $11.6B (+146%), Q3: $16.8B (+45%). Marcus questions whether a $2 trillion valuation can be justified without neck-breaking growth.
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