Anthropic's QoQ growth cools to 46.7%—analyst says another Claude Code-scale hit is needed
bookwormengr · x · 2026-11-03
SemiAnalysis's Dylan Patel predicts OpenAI and Anthropic could hit $600–700B combined revenue by Dec 2027, possibly $1.5T. bookwormengr runs the numbers from quarterly charts: Anthropic's QoQ growth fell from +144.2% in Q2 2026 to +46.7% in Q3, with a +30% Q4 scenario; even sustaining 30% QoQ yields $157B in 2027 (off a $55B base)—far below Patel's figure. He notes Anthropic reversed a similar slowdown last year via Claude Code's virality, so it needs another hit product; if OpenAI follows suit, industry totals will land well below Patel's projection.
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