Gavin Baker(@GavinSBaker):I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices. Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined. $100b plus in year-end ARR looks possible again.

Gavin Baker

@GavinSBaker

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.

参加 July 2011

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Gavin Baker@GavinSBaker

2026.10.26 15:43

I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices. Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined. $100b plus in year-end ARR looks possible again.