Anthropic is growing faster than even Dario Amodei expected.

From roughly $9B at the end of 2025 to >$65B by July 2026 is already more than 7x growth in the run rate.

this is from his Dec-2025 interview.

"You’ve seen this revenue curve that goes up 10x a year for 3 years. So you’re like, “Okay, what’s going to happen next year?”

If I’m really dumb and I extrapolate the pattern, it goes from 10 to 100 bn. I don’t believe that, just to be clear. I don’t believe that at all, even though it’s happened in the last 3 years. Just at this scale, I don’t believe it.

But that’s one of the outer bounds of, you know, the outer limits of possibility."

----
From "The New York Times and New York Times Events" YouTube channel, (full video link in comment)