$44 BILLION in annualized revenue. That's $14 billion more than last month
+46% growth in one month.
They are seeking a 900 billion dollar valuation which is higher than OpenAI
Quick clarification: This is “annual recurring revenue,” but this is actually run rate, not true contracted ARR.
This figure is essentially their latest monthly revenue annualized (last month × 12), so it’s not guaranteed recurring revenue in the traditional SaaS sense.
Still an insane growth trajectory, just an important distinction
Per Tanner Manson on X
https://i.redd.it/g25u9q3tsryg1.png
Posted by gamjatang111
3 Comments
I don’t get the valuation.
Freaking Walmart has annual revenue of over $700 billion and its market cap is one trillion.
Anthropic has a great product but it’s an easily replaceable product. There’s no moat. One day it’s OpenAI. Next day it’s Anthropic. The following day it could be Google. The whole valuation is nonsensical. But I guess public will baghold once it IPOs.
How much are they losing per customer?
Who owns this? GOOG 14% and AMZN 20%
GOOG is also developing a competitor though, yeah?