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adventured • yesterday at 12:19 PM • 2 replies • view on HN

Anthropic is zooming to $100 billion in annualized revenue.

The tremendous cost is matched by the tremendous business output.

In the span of less than five years, starting from their first $1 of revenue, Anthropic + OpenAI will have produced businesses doing at least $150 billion in combined sales. The demand isn't reducing at present, it's climbing, they can't come close to servicing the total demand for their frontier models.

SAP is under $40 billion in annualized revenue. They're 54 years old.


Replies

red_green_yell • yesterday at 3:21 PM

If SAP sold $1 bills for $0.50, they too could rapidly outpace Anthro/OAI's growth. And when sane minds ask about profits or a defensive moat, the response is "but look at our revenue bro".

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tsunamifury • yesterday at 3:26 PM

According to who? There is no agreed upon anyone that says that?