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Ah yes, December 2025...such a long, long time ago...

enraged_camel 4mo ago
Your comment is not a serious one. Their revenue has quadrupled in just a few months. So yes, December 2025 is a long time ago now.
- hansmayer 4mo ago
  > Their revenue has quadrupled in just a few months Maybe, maybe not. We haven't seen that S-1 yet. All we have is the 5B in lifetime so far. PLUS - revenue quadrupled or not, it only matters if their costs did not expand at the same rate or more. Revenue is not profit.
  - aspenmartin 4mo ago
    OK, so when S-1 comes out you will finally allow yourself to be wrong? Your prior is, a 1T company plans to IPO and their leader has been loudly committing an insane amount of fraud? I mean this of course is possible but that is quite the conspiracy. The scrutiny of an IPO would be a crazy thing to do if you were committing fraud at the scale you're suggesting. Revenue is not profit yet the discussion in this particular thread is about revenue.
    - hansmayer 4mo ago
      > 1T company plans to IPO and their leader has been loudly committing an insane amount of fraud? Ever heard of Enron, Theranos, SBX ? They were all hiding in plain sight - who could've thought they were frauds?
      - aspenmartin 4mo ago
        That’s why I said it’s possible but it’s a very improbable and weird prior assumption to make
        hansmayer 4mo ago
        > weird prior assumption to make No, at this level of capital involved, and so much opacity around the company financials, it's a perfectly reasonable assumption.
        danielmarkbruce 4mo ago
        No, it's not. It's a stupid thing to say. Perfectly stupid assumption. There are 1000s of multi billion $ revenue companies operating and as a % the number that are fraudulent is close to zero, especially those public or looking to go public. There is always the possibility, but it's extremely naive to think it's likely.
- IshKebab 4mo ago
  Do you have a source for that?
- Laurel1234 4mo ago
  You've had a couple lobotomies too many if you think their revenue has quadrupled in just a few months. Hell, say it did, how would you possibly know?
  - simonw 4mo ago
    Dec 3rd 2025: https://www.anthropic.com/news/anthropic-acquires-bun-as-claude-code-reaches-usd1b-milestone https://www.anthropic.com/news/anthropic-acquires-bun-as-cla... - "In November, Claude Code achieved a significant milestone: just six months after becoming available to the public, it reached $1 billion in run-rate revenue." Feb 12th 2026: https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation https://www.anthropic.com/news/anthropic-raises-30-billion-s... - "Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years." Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-compute https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025." All three of those are official releases from Anthropic. You can choose not to believe the if you like, but since they plan to IPO this year it's in their interest not to get caught lying to potential investors.
    - Laurel1234 4mo ago
      As a non-public company they can use whatever non-GAAP black magic accounting to claim anything while still not technically lying. It just doesn't correlate to anything we'd actually call revenue.
      - simonw 4mo ago
        It's still notable that, by whatever black magic accounting they are using, their number was $9bn in December and $30bn in April.
        5gkk 4mo ago

Your comment is not a serious one. Their revenue has quadrupled in just a few months. So yes, December 2025 is a long time ago now.

hansmayer 4mo ago
> Their revenue has quadrupled in just a few months Maybe, maybe not. We haven't seen that S-1 yet. All we have is the 5B in lifetime so far. PLUS - revenue quadrupled or not, it only matters if their costs did not expand at the same rate or more. Revenue is not profit.
- aspenmartin 4mo ago
  OK, so when S-1 comes out you will finally allow yourself to be wrong? Your prior is, a 1T company plans to IPO and their leader has been loudly committing an insane amount of fraud? I mean this of course is possible but that is quite the conspiracy. The scrutiny of an IPO would be a crazy thing to do if you were committing fraud at the scale you're suggesting. Revenue is not profit yet the discussion in this particular thread is about revenue.
  - hansmayer 4mo ago
    > 1T company plans to IPO and their leader has been loudly committing an insane amount of fraud? Ever heard of Enron, Theranos, SBX ? They were all hiding in plain sight - who could've thought they were frauds?
    - aspenmartin 4mo ago
      That’s why I said it’s possible but it’s a very improbable and weird prior assumption to make
      - hansmayer 4mo ago
        > weird prior assumption to make No, at this level of capital involved, and so much opacity around the company financials, it's a perfectly reasonable assumption.
        danielmarkbruce 4mo ago
        No, it's not. It's a stupid thing to say. Perfectly stupid assumption. There are 1000s of multi billion $ revenue companies operating and as a % the number that are fraudulent is close to zero, especially those public or looking to go public. There is always the possibility, but it's extremely naive to think it's likely.
IshKebab 4mo ago
Do you have a source for that?
Laurel1234 4mo ago
You've had a couple lobotomies too many if you think their revenue has quadrupled in just a few months. Hell, say it did, how would you possibly know?
- simonw 4mo ago
  Dec 3rd 2025: https://www.anthropic.com/news/anthropic-acquires-bun-as-claude-code-reaches-usd1b-milestone https://www.anthropic.com/news/anthropic-acquires-bun-as-cla... - "In November, Claude Code achieved a significant milestone: just six months after becoming available to the public, it reached $1 billion in run-rate revenue." Feb 12th 2026: https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation https://www.anthropic.com/news/anthropic-raises-30-billion-s... - "Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years." Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-compute https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025." All three of those are official releases from Anthropic. You can choose not to believe the if you like, but since they plan to IPO this year it's in their interest not to get caught lying to potential investors.
  - Laurel1234 4mo ago
    As a non-public company they can use whatever non-GAAP black magic accounting to claim anything while still not technically lying. It just doesn't correlate to anything we'd actually call revenue.
    - simonw 4mo ago
      It's still notable that, by whatever black magic accounting they are using, their number was $9bn in December and $30bn in April.
      - 5gkk 4mo ago