Anonymousabout 2 hours ago
Anthropic announced that its annualized revenue run-rate has surpassed $30 billion, tripling from $9 billion at year-end 2025 and overtaking rival OpenAI. The milestone, disclosed alongside a massive compute deal with Google and Broadcom for multiple gigawatts of TPU capacity, raises questions about customer concentration, the gap between run-rate projections and realized revenue, and whether the company's safety mission can survive the structural incentives of hyper-growth.