* Start of 2024: $100m ARR
* Start of 2025: $1b ARR
* End of 2025: $9b ARR
* End of Feb 2026: $19b ARR
* Today's Broadcom/Google announcement: Over $30b ARR
They added $6b in Feb through a comment from Anthropic CEO. This means they added about $11 billion in March + one week in April. Growth has been 9-10x each year in their history.
* If they add $11b on average each month the rest of this year, they'll be at $130b by end of this year (9 months * $11b + $30b), which is 14x growth.
* If they just do 9x, they'll end up at $81b.
* If you assume decelerating growth (opposite happening now), and say they end up at 6x growth, they'll end up at $54b. I would not bet on this because revenue has been accelerating since January.
Invest accordingly. Use this information to gauge whether this is the start of an AI take off or if you're on the other side, when AI will collapse. The stocks relevant are obviously companies like Nvidia, Nvidia, Broadcom, Micron, Google, etc. Much of stock market valuation also hinges on this AI to show revenue growth.
Sources:
https://www.anthropic.com/news/google-broadcom-partnership-compute
https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation
https://finance.yahoo.com/news/anthropic-arr-surges-19-billion-151028403.html
