> Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month.

OK, so their self-reported run-rate revenue hit $47bn in early May.

For comparison:

Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025."

So that's $30bn at the start of April.

Feb 12th 2026: https://www.anthropic.com/news/anthropic-raises-30-billion-s... - "Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years."

That was $14bn on Feb 12th.

And $9bn in December (according to the above April 6th link.)

Pretty unfathomable growth. I'm pretty sure I listened to Dario saying something along the lines of keeping Anthropic on track for 10x ARR growth (in December) and thinking that that was a bonkers idea for a $9B run-rate company, and now it's looking like that might be an underestimate ...

According to estimates, there are 4.4 million software engineers in the US. Let's assume generously 10 million in the West in total.

Then everyone of these would need to spend $400 per month on tokens.

I don't know how much killing girls in Minab pays, but it looks like there is a lot of fake revenue reported here.

Shhh, you’ll make the numbers not make sense…