Anthropic's run-rate revenue hits $47 billion
Anthropic объявила о привлечении раунда Series H на $65 млрд, и самое примечательное в анонсе — что её run-rate revenue (годовая проекция текущей выручки, обычно последний месяц, умноженный на 12) в начале мая превысила $47 млрд. Для сравнения: в феврале 2026 на Series G показатель составлял $14 млрд, а к 6 апреля превысил $30 млрд при примерно $9 млрд на конец 2025 года. Глава Axios Джим Ванде Хей писал, что не смог найти ни одной компании в любой отрасли и в любую эпоху, которая наращивала бы органическую выручку так быстро. Эд Зитрон скептически отнёсся к цифре в $30 млрд, и автор задаётся вопросом, изменится ли его скепсис при новых $47 млрд. Саймон Уиллисон отвергает обвинения в недостоверности: цифры включены в анонсы привлечения средств, а ложь инвесторам, вложившим $65 млрд, была бы мошенничеством с ценными бумагами, тем более что реальные данные раскроются в форме S-1 при выходе на IPO.
29th May 2026
The most interesting thing about Anthropic's $65B Series H announcement is this line (emphasis mine):
Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month.
Anthropic have made a bit of a habit of sharing their "run-rate revenue" in this kind of announcement, which is an annualized projection of their current revenue - typically calculated by taking the most recent month and multiplying by 12.
Earlier this year:
I had Claude Opus 4.8 make me this chart using Matplotlib (Claude: "a data line chart is more straightforward matplotlib work—not really a design piece"):
Back in April Axios CEO Jim VandeHei wrote that he could not find "any company — in any industry, in any era — that has scaled organic revenue this quickly at this level as Anthropic" - and that was when they were at a paltry $30 billion.
(Also in Axios today is an anonymously sourced note that "An AI consultant tells Axios one of their clients recently spent half a billion dollars in a single month after failing to put usage limits on Claude licenses for employees" - times that by 12 and you get an extra $6 billion in annualized run-rate!)
Ed Zitron was extremely skeptical of that $30 billion number - I wonder if his skepticism will update for the new $47 billion figure.
I've seen a few people dismiss this as untrustworthy, because the numbers come from Anthropic. That doesn't hold up: these numbers were included in announcements of their fundraises, and lying to investors who just put in $65 billion would be securities fraud. They're even less likely to lie given that the real numbers will no doubt come out in their S-1 when they file for their IPO.
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This is a note by Simon Willison, posted on 29th May 2026.
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