Anthropic's ARR 're-accelerated' in recent weeks — but not everyone reads the chart that way
SumitGup · x · 2026-10-20
ShanghaoJin posted a chart claiming Anthropic's ARR has re-accelerated over the past few weeks. BrianStoffel quote-shared it saying he's "no Anthropic bear" but wouldn't draw that takeaway from the chart, implying the data may support a different reading. The disagreement over how to read Anthropic's revenue curve is worth tracking; no concrete figures are given in the post itself.
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