Shanu Mathew(@ShanuMathew93):Helpful breakdown. Thank you. So, Anthropic reportedly did $16.8bn in Q3: ~46% QoQ growth versus >140% in Q2. Using the inferred ~$74bn September exit run-rate: • Continuing ~6.6% monthly growth → ~$89bn by December • $100bn year-end bogey → ~10.7% monthly growth in Q4 Growth has technically decelerated from a very high level but more importantly the $100bn year-end bogey requires Q4 reaccelerating (which may or may not happen).

Shanu Mathew

@ShanuMathew93

Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views NOT employers. NOT advice.

가입 June 2019

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Shanu Mathew@ShanuMathew93

2026.10.14 22:35

Helpful breakdown. Thank you. So, Anthropic reportedly did $16.8bn in Q3: ~46% QoQ growth versus >140% in Q2. Using the inferred ~$74bn September exit run-rate: • Continuing ~6.6% monthly growth → ~$89bn by December • $100bn year-end bogey → ~10.7% monthly growth in Q4 Growth has technically decelerated from a very high level but more importantly the $100bn year-end bogey requires Q4 reaccelerating (which may or may not happen).

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