4 sources healthy · latest episode 9 Nov 2026
prediction claim

The speaker expects most of Anthropic's revenue to continue coming from its newest and most powerful models.

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 what does that tell you? The vast majority of their revenue is coming from their most recent, most powerful models, and that's something that I kind of expect to continue.”
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The speaker expects most of Anthropic's revenue to continue coming from its … · Savlar