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A comment on Anthropic IPO Valuation Talks Drop to $1.3T as Major Investors Balk. Parent comment

Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by tarvaina on Friday November 06, 2026 @01:26PM (#50396253)
Anthropic hit 9 billion ARR in Dec 2025 and 80 billion in Oct 2026. Meta hit 9 billion in 2014 and 80 billion in 2020. It is now at 250 billion. At this growth rate Anthropic will be bigger than Meta already next year.

Caveats: It's hard to believe that this growth rate would continue. And Meta's numbers above are trailing 12 months, while Anthropic's are annualized run rate.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by segfaultex on Friday November 06, 2026 @01:59PM (#50396738)
$80B ARR with an ~$160B net loss.
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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by dgellow on Friday November 06, 2026 @03:42PM (#50398220)
We already know the growth rate doesn’t continue, their q3 is a massive slowdown compared the 26H1.

Also, ARR as in Annualized Run Rate is a bullshit, non-standard metric only used to mislead investors

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by freecodeio on Friday November 06, 2026 @04:33PM (#50398825)
some of you are acting like earth is the size of jupiter and there's 800 billion humans not 8
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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by verdverm on Friday November 06, 2026 @04:59PM (#50399067)
> Anthropic hit 9 billion ARR in Dec 2025 and 80 billion in Oct 2026

This is a bit misleading and based on projections of prior reported months. Growth has already slowed, Q3 in dollars was less than Q2. The timing aligns largely with the growth (since mid-summer) of open weight models.

https://www.regenerator1.com/p/anthropics-growth-just-flatte...

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