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tarvaina • yesterday at 6:26 PM • 4 replies • view on HN

Anthropic hit 9 billion ARR in Dec 2025 and 80 billion in Oct 2026. Meta hit 9 billion in 2014 and 80 billion in 2020. It is now at 250 billion. At this growth rate Anthropic will be bigger than Meta already next year.

Caveats: It's hard to believe that this growth rate would continue. And Meta's numbers above are trailing 12 months, while Anthropic's are annualized run rate.


Replies

dgellow • yesterday at 8:42 PM

We already know the growth rate doesn’t continue, their q3 is a massive slowdown compared the 26H1.

Also, ARR as in Annualized Run Rate is a bullshit, non-standard metric only used to mislead investors

verdverm • yesterday at 9:59 PM

> Anthropic hit 9 billion ARR in Dec 2025 and 80 billion in Oct 2026

This is a bit misleading and based on projections of prior reported months. Growth has already slowed, Q3 in dollars was less than Q2. The timing aligns largely with the growth (since mid-summer) of open weight models.

https://www.regenerator1.com/p/anthropics-growth-just-flatte...

segfaultex • yesterday at 6:59 PM

$80B ARR with an ~$160B net loss.

freecodeio • yesterday at 9:33 PM

some of you are acting like earth is the size of jupiter and there's 800 billion humans not 8