4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Anthropic’s revenue additions rose sharply and then plateaued, and it is not currently adding $25 billion in annual recurring revenue each month.

Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026

In their words

The transcript segments this claim was taken from

“And yet their revenue adds skyrocketed and then they've sort of plateaued. They're only adding, they're not adding $25 billion of ARR every month now.”
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