alt Hacker NewsThey went from $9b ARR at the end of 2025 to $30b ARR today. That's more than 3x the size in 3 months. I expect growing pains.
For some context, they added 2x Palantir or .75x Shopify or .68x Adobe annual revenue in March alone.
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Yeah its huge demand upswing from the growth of openclaw and similar pushing resources. Very clear from recent changes and announcement around this [0]
Fwiw there are worse delays from second tier providers like moonshot's kimik2.5 that are also popular for agentic use.
And they are early adopters of the vibe coding paradigm, having a 100% Claude generated codebase.
To be clear, this number will probably end up being reasonably accurate, but it is a pet peeve nonetheless in the startup world how shitty these financial metrics have become. We're three months from the end of 2025. You'd think we'd want to see at least two years of $30 billion dollar revenue earned in each year before we say with any meaningful level of statistical validity that they have $30 billion in "annual recurring" revenue.
It's also worth keeping in mind that Anthropic's compute needs are nothing like those of a company like Shopify or Adobe, so revenue might not paint accurately enough the picture of what they're dealing with right now.