> 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...