Anthropic on track to out-earn Netflix by mid-2026 — and that's a lowball
menhguin · x · 2026-11-11
quoting his own earlier prediction that Anthropic will make more revenue than Netflix by mid-2026 at its current growth rate, menhguin remarks that this figure was already a massive lowball — implying the real curve is steeper still.
The take feeds into ongoing discussion of Anthropic's breakneck revenue growth, benchmarking it against a hundred-billion-dollar subscription giant.
More from Venture
- Substack signs compute deal with CoreWeave, an unexpected move for a writing platform — realsohamparekh · 2026-11-11
- Daytona grew from $1M to $100M in four quarters — founder still cold-emailed 400-600 investors for pre-seed — whatsallthiss · 2026-11-11
- Biswas Foundation gave $1.7M to 37 AI medicine projects; Cycle 2 opens Nov 15 — anshulkundaje · 2026-11-11
- OpenRouter officially acquired by Stripe, serving 10M+ developers — deedydas · 2026-11-11
- General Translation raises $27M led by a16z to localize apps for AI companies — JenniferHli · 2026-11-11
- Anthropic's amended S-1 reveals $34.9B Lambda GPU deal is now terminable after missed facility deadline — rohanpaul_ai · 2026-11-11