Anthropic ARR re-accelerating as Opus 5.5 reverses Fable-era stall, but charts lag
robleclerc · x · 2026-10-19
- Rob Leclerc cites a chart showing Anthropic's ARR re-accelerating and explains the earlier stall: the Fable model was far too expensive versus OpenAI, its guardrails caused issues, and OpenAI's repeated resets capped marginal token demand that might have spilled over to Claude.
- He says Opus 5.5 has reversed the trend, though it's not yet visible in the numbers.
- His takeaway: traders reading these charts are seeing trailing indicators and misreading the situation.
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