It's probably true that Anthropic's revenue is booming. But we need massive grains of salt:

a) they are private and revenue numbers for private companies are hopelessly unreliable, and

b) they are planning an IPO, so there's an extra incentive to big up the numbers. Anthropic always brings up ARR, which is very gameable when the year hasn't ended yet

You’re right that time will tell the end story.