4 sources healthy · latest episode 9 Nov 2026
prediction claim

The speaker does not know what Anthropic's revenue growth and trajectory might have been without Opus 5.5 or Sonnet 5.5.

Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026

In their words

The transcript segments this claim was taken from

“And so like you do-- Im- imagine if they didn't have Opus 5.5 or Sonnet 5.5, right?”
“Like who knows what the revenue growth and trajectory could have been.”
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