4 sources healthy · latest episode 9 Nov 2026
descriptive claim

The speaker characterized the cloud businesses as accelerating and growing rapidly.

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

“It was unreported today, we're recording on Thursday, uh, 39, almost 40%. Like, these businesses are just accelerating and growing at-”
“... it's, it's crazy.”
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