Goldman: Anthropic Q3 revenue of $16.8B a big miss, near-zero growth in Aug-Sep
SumitGup · x · 2026-10-16
Per a Goldman Asia S&T note and Reuters, Anthropic's Q3 revenue of $16.8B badly missed the trajectory implied by July's $5.4B monthly run-rate, implying near-zero growth in August and September. Frontier ARR growth is a key pillar of the AI investment thesis, so the miss weighed on sentiment, compounded by funding stress at Coreweave and the neocloud ecosystem. Some investors are dialing back Anthropic valuation expectations.
More from Venture
- Pay-to-rank directory outbid.lol charges $20 a day for the #1 spot, top listings paid $14k-17k — jonathan_wilke · 2026-10-16
- SignWith, a pay-per-doc e-signature tool, hits 1,000+ non-tech businesses — tibo_maker · 2026-10-16
- After 6,000 tweets and a $10M exit, tibo shares data on what works on X — tibo_maker · 2026-10-16
- Decision Models spins out its sandboxing system as a cheap standalone product — airesearch12 · 2026-10-16
- The dumbest AI agents making real money: a $10M ARR support bot and more — radhyaa_15 · 2026-10-16
- X's Nikita Bier: publicly publishing flattery lists is a surprisingly effective growth hack — nikitabier · 2026-10-16