4 ms·
It's hard for me to imagine how you could define "killer product" to exclude something that takes you from $9B to $65B ARR in 8 months. https://epoch.ai/data/a
by dcre 2mo ago
It's hard for me to imagine how you could define "killer product" to exclude something that takes you from $9B to $65B ARR in 8 months.
https://epoch.ai/data/ai-companies?view=graph&tab=revenue https://epoch.ai/data/ai-companies?view=graph&tab=revenue
- dvt 2mo agoIt's not hard to sell a dollar for 50 cents. Imo, these businesses are pretty clearly not doing well financially (the revolving door of unvested C-levels is a good hint, the constant postponing of S-1s is another).
- ProfessorLayton 2mo agoThat graph looks a lot less impressive when not "annualized". Annualized revenue can be gamed in a number of ways, and is a big reason companies tend to compare YoY to investors once they're public.
- dcre 2mo agoTheir quarterly revenue looks exactly the same. It's literally the same data. Annualized revenue can be gamed when it is fluctuating. It can't really be gamed when it is growing exponentially for three years straight. There's nothing to cherry-pick. https://www.cnbc.com/2026/08/15/anthropic-revenue-jumps-to-over-11point5-billion-in-q2-report.html https://www.cnbc.com/2026/08/15/anthropic-revenue-jumps-to-o...