Josh You(@justjoshinyou13):Anthropic revenue update, growth definitely slowed further over the last three months. They added $16B, or ~25% growth, which would naively compound to 2.4x over a year. There's a little bit of signal from the Q3 revenue total that is not encoded here where Ant probably grew slower in August+September and reaccelerated a bit in October.

Josh You

@justjoshinyou13

Researcher @EpochAIResearch. Views my own. 🔸

Joined October 2009

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Josh You@justjoshinyou13

2026.11.07 00:37

Anthropic revenue update, growth definitely slowed further over the last three months. They added $16B, or ~25% growth, which would naively compound to 2.4x over a year. There's a little bit of signal from the Q3 revenue total that is not encoded here where Ant probably grew slower in August+September and reaccelerated a bit in October.