Anthropic ARR goes vertical after price cuts: tokens up 4x, $100B+ ARR back in play
GavinSBaker · x · 2026-10-26
Investor Gavin Baker notes Anthropic's ARR likely went vertical in October after token price cuts, mirroring the whole AI market where GPU rental prices surged even as token prices fell. OpenRouter data shows daily Anthropic tokens jumping from 0.7T to 2.8T since late September, with third-party estimates putting October revenue near $195M and exit run-rate around $275M annualizing to $3.3B, making a $100B+ year-end ARR scenario plausible again.
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