I've had to reread the first tweet a bunch, but I don't think Ed is wrong there.

As far as I can tell, in February Anthropic projected their 2026+ annual revenue at $14 billion dollars, based on a month long period. If you added the numbers presented together for the 3 years of time, you would end up at $6 billion dollars of revenue.

But, a month later in a court document they only mention "exceeding $5 billion dollars". For the entire time the company has been in business.

Additionally, the month long period with ~1B would account for a fifth of the total revenue. That's eyebrow raising.

I meant this one for arithmetic https://x.com/binarybits/status/2034378777745141799