Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $...
by senordevnyc on Friday November 06, 2026 @12:19PM
(#50395299)
Q3 revenue growth slowed, but the end of Q3 was also right when Opus 5.5 came out. So we'll see.
It also doesn't do much to disprove the OP's argument, which is that the actual models aren't what drive growth. I personally think it doesn't particularly matter which models Anthropic is running because the tools like Claude are what people are actually paying for. Anthropic, at this point, is so far ahead of the competition in the tooling around models that they can probably just start running Deepseek products directly and people would still pay them.