4 sources healthy · latest episode 9 Nov 2026
prediction claim

The speaker would not be surprised if Anthropic's revenue and run rate re-accelerated in October, the first month of Q4, because third-party data suggested it might happen.

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 w- and with, with Opus 5.5, you saw some re-acceleration. And so would it surprise me if you saw a re-acceleration of revenue and run rate in October?”
“And October won't be in Q3. That's the first month of Q4. No, it wouldn't surprise me. 'Cause I do think a lot of the third-party data is showing and suggesting that.”
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