3X Long Labubu(@labubu_trader):Like I mentioned, Opus5.5 is growing fast since the end of Sep. However due to distillation and seasonality. My forecast for year end ARR is 80-85B. But if $ANT do a seasonality adjustment, it could be 90Bish. OAI’s ARR growth in Oct is stalled because of Opus 5.5🥹.

2026.10.26 15:50

Like I mentioned, Opus5.5 is growing fast since the end of Sep. However due to distillation and seasonality. My forecast for year end ARR is 80-85B. But if $ANT do a seasonality adjustment, it could be 90Bish. OAI’s ARR growth in Oct is stalled because of Opus 5.5🥹.

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.

コミュニティへ転送