Anthropic's growth rate slows even as Q3 revenue hits $16.8B, plus CoreWeave debt jitters
oran_ge · x · 2026-10-15
A breakdown of Anthropic's closed-door investor meeting: Q3 revenue reportedly $16.8B vs $11B in Q2, still 50% QoQ growth but below what the market has priced in. Back-of-envelope math suggests ARR around $72B in September with growth decelerating sharply even after Opus 5.5's launch, and CoreWeave's debt troubles add to concerns about AI's debt-financed expansion.
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