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This graph from the @FT does not look good for @dwarkesh_sp’s prediction that Anthropic’s “likely ends the year with ~100-150B revenue [ru…
This graph from the @FT does not look good for @dwarkesh_sp’s prediction that Anthropic’s “likely ends the year with ~100-150B revenue [run rate]” Rumor has it they made ~11.5B revenue in Q2 — which i
This graph from the @FT does not look good for @dwarkesh_sp’s prediction that Anthropic’s “likely ends the year with ~100-150B revenue [run rate]” Rumor has it they made ~11.5B revenue in Q2 — which is phenomenal — but they would need to more than double that in Q4 to 25B+ to make Dwarkesh’s prediction, even as (i) tokenmaxxiing is dying, (ii) prices are dropping and (iii) competition is increasing. Can someone set this up on @polymarket? Of course the real TBD question is profits. FT: "Leading US AI labs such as OpenAI and Anthropic are releasing cheaper models as they fight to retain cost-conscious customers who are switching to cut-price alternatives from Chinese rivals. The price war comes as rising AI bills push companies to curb usage and seek cheaper…
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Source: Gary Marcus (X) | 2026-08-14