Anthropic hits $82.3B ARR but Gary Marcus argues growth has fallen off pace
GaryMarcus · x · 2026-11-07
- Anthropic's October annualized run-rate revenue topped $80B — TickerTrends tracked $82.33B as of Oct 30, up 7.2% from its Sept 24 weekly estimate, consistent with WSJ reporting.
- Gary Marcus quote-tweeted the chart with a pointed take: the green exponential curve represents "a widespread fantasy" — the trajectory Anthropic would have needed to be a sustainable business — and the dark bars on the right show they already fell off that pace, "which is why they probably won't make it."
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