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Rohan Paul· @rohanpaul_ai · X·· 2 小时前AI 评分64
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Rohan Paul 引用 Bloomberg 图表称,Anthropic 2026 上半年收入接近其 2023 全年的 400 倍,是图中没有公司接近的倍数。Nvidia 是次陡的一条线,其上市前三年始终低于 50 倍;Alphabet、Meta、Microsoft 和 SpaceX 几乎停留在 1 倍基线。Anthropic 2025 全年收入约为 2023 的 100 倍,即 2026 前 6 个月收入约为 2025 全年的 4 倍。

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Anthropic’s revenue curve will be folklore.

Revenue for the first half of 2026 is nearly 400x its revenue for all of 2023, a multiple no company on the chart comes close to.

Nvidia, the next steepest line, stays well under 50x across its 3 pre-IPO years, while Alphabet, Meta, Microsoft and SpaceX barely leave the 1x baseline.

Anthropic’s full-year 2025 revenue was roughly 100x 2023, so 6 months of 2026 brought in about 4x what all of 2025 did.

chart from Bloomberg

来源:Rohan Paul · x.com