Anthropic's Q3 revenue misses expectations despite strong growth
Original title🚨 Anthropic: The agony and the ecstasy
AISummary
Anthropic's leaked Q3 revenue of $16.8bn is nearly four times its full-year 2025 total and beat its 2026 forecast. The author says the figure still missed market expectations, which were anchored on a July leak of $65bn annualized, and that quarter-on-quarter growth slowed from 147% to 45%.
AIWhy it matters
The piece tests leaked Anthropic revenue figures against prior growth rates, showing how a strong quarter can still read as a deceleration.
Source: Exponential View · exponentialview.coPublished · added here