Hidden concerns behind Anthropic's $16.8 billion Q3 revenue
Azeem Azhar analyzes a leaked private investor briefing from Anthropic: Q3 revenue reached $16.8 billion with an estimated annualized exit value of about $76 billion. However, the year-over-year growth rate slowed from 147% in Q2 to 45%. This slowdown was viewed as underwhelming because market expectations were set at an annualized revenue of $65 billion.
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