Speculation: Anthropic's ARR Could Double to ~$140B by Year-End

scaling01 · x · 2026-10-25

Commenting on whether the AI bubble has peaked, scaling01 argues Anthropic's momentum (with Opus 5.5's release) makes it plausible the company doubles ARR from $70B to $140B by end of year. Personal speculation, not official figures.

Related event: Anthropic token usage tops 3T daily; ARR could double to $140B(3 posts)→

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