Post

Anthropic just told potential investors its Q3 revenue was $16.8B, previous reporting had them reaching $65B run rate by the end of July. Unless there's an accounting difference between the figures, this points to a significant revenue growth slowdown in the last two months.

Andrew McIntosh

@themcintosh.bsky.social

One is annualized revenue and one is quarterly? Or am I missing something?

Tim Duffy

@timfduffy.com

Yup, the annualized 65B works out to ~5-5.5B for July. And the 168 Q3 figure works out to an average of 5.5B in each Q3 month. That suggests Aug/Sep not much higher than July!

14/10/26, 11:30 pm0 reposts24 likes

shallok.bsky.social

@shallok.bsky.social

GPT 5.6 related? I am curious to see if they show a recovery in growth with the 5.5s out.

conputer dipshit

@davidcrespo.bsky.social

ramp data (take it with a grain of salt) suggests Opus 5.5 is a winner ramp.com/data/ai-inde...

Andrew McIntosh

@themcintosh.bsky.social

Ah, I see now. Thx