Jason ✨👾SaaStr.Ai✨ Lemkin(@jasonlk):Anthropic's Q3, from today's amended S-1: $16.96B in revenue, +47% Q/Q. But the dollar add shrank for the first time:  - Q2 added $6.84B - Q3 added $5.40B That's still about a Snowflake's full year of revenue added in one quarter. But hitting the $110B year-end run-rate investors expect would take a Q4 add more than 2x Q3's.

Jason ✨👾SaaStr.Ai✨ Lemkin

@jasonlk

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Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk

2026.11.02 16:09

Anthropic's Q3, from today's amended S-1: $16.96B in revenue, +47% Q/Q. But the dollar add shrank for the first time:  - Q2 added $6.84B - Q3 added $5.40B That's still about a Snowflake's full year of revenue added in one quarter. But hitting the $110B year-end run-rate investors expect would take a Q4 add more than 2x Q3's.