Search “Anthropic”

Rohan Paul says Anthropic's revenue curve will become legendary

On October 28, 2026, Rohan Paul offered the judgment that Anthropic's revenue curve will become legendary. Citing a Bloomberg chart, he said that Anthropic's revenue in the first half of 2026 was nearly 400 times its full-year 2023 revenue, and that no other company in the chart comes close to that multiple; Nvidia, the second-fastest grower, remained below 50 times throughout its first three years after going public, while Alphabet, Meta, Microsoft and SpaceX essentially stayed near the 1x baseline. The same material also states that Anthropic's full-year 2025 revenue was about 100 times that of 2023, so its revenue in just six months of 2026 was about 4 times its full-year 2025 revenue. At present, this judgment appears only in this single source, Rohan Paul, and there have been no subsequent developments.

Anthropic adds a ready-made artifacts library to Claude for Legal

On October 28, 2026, Anthropic launched a ready-to-use legal artifacts library for Claude for Legal, which teams can adapt with their own data and connectors and share across departments. The legal gallery covers tasks such as contract review, regulatory change tracking, and business legal requests; each artifact comes with examples, and all outputs include source links. Claude's official account said the library also covers scenarios such as contract review and regulatory monitoring scans, and users can start from built-in examples, add their own documents and connectors, and share them within the enterprise. Since launching in May, Claude for Legal has added more than 60 legal connectors, including Bloomberg Law, Filevine, Ivo, Legora, and Patlytics.

Anthropic rolls out Claude Duet to Claude Max users in the US

Anthropic has begun rolling out Claude Duet to Claude Max users in the US. According to a Testing Catalog report on October 28, 2026, Pro users in the US will receive invitations subsequently; expansion outside the US is planned but has no timeline yet, and EU users may wait longer. Karan Ahuja said the team is prioritizing getting US Max users off the waitlist, with more invitations to be sent this week.

Aswath Damodaran publishes a valuation article on Anthropic

Aswath Damodaran, a valuation professor at New York University, published a long article valuing Anthropic at $1.475 trillion. In the article, he noted that Anthropic's revenue in the first half of the year was about 14 times that of the same period last year, but growth slowed in the third quarter because OpenAI took market share and Anthropic lacked sufficient computing power. He mentioned that the $80.7 billion book loss in the first half mainly came from $72 billion in non-cash bond expenses, while the actual operating loss was slightly over $8 billion; Anthropic said it had achieved operating profitability last quarter. He believes the biggest risk is over $600 billion in computing power commitments, and that seven co-founders hold 50.1% of voting rights through a single class of shares.

Anthropic expands the scope of its AI for Science program

Anthropic announced that it is expanding the scope of its AI for Science program, extending from its original support for individual teams to support for science foundations, research institutions, and research teams. According to information released by Anthropic, the program will be open to leading science foundations, research institutions, and research teams worldwide. Other reports say that the expanded program covers 20 science foundations, research institutions, and research groups worldwide and provides Claude credits; the same report also notes that Anthropic has not disclosed the scale of the credit funding, and that some frontier experiments are still in early preview. There are currently no further factual developments.

Anthropic reports that about 250 customers spent over $10 million on Claude within 12 months

Anthropic reports that about 250 customers spent more than $10 million on Claude over a 12-month period. The same report also mentions that every Fortune 10 company pays Anthropic more than $100,000 per year, and more than 50% of Fortune 500 companies and more than 30% of Global 2000 companies also reach this level. The report states that in 2025, customers paying more than $100,000 per year contributed 76% of Anthropic's revenue, compared with 90% in 2023. This information is currently posted by Rohan Paul, has not been cross-verified by other sources, and no subsequent developments have been seen.

Anthropic reports that about 250 customers spent over $10 million on Claude within 12 months

Anthropic reports that about 250 customers spent more than $10 million on Claude over a 12-month period. The same report also mentions that every Fortune 10 company pays Anthropic more than $100,000 per year, and more than 50% of Fortune 500 companies and more than 30% of Global 2000 companies also reach this level. The report states that in 2025, customers paying more than $100,000 per year contributed 76% of Anthropic's revenue, compared with 90% in 2023. This information is currently posted by Rohan Paul, has not been cross-verified by other sources, and no subsequent developments have been seen.

View story:Anthropic reports that about 250 customers spent over $10 million on Claude within 12 months

Anthropic upgrades Claude mobile iPad and iPhone Duo interface

On October 30, 2026, Anthropic upgraded the Claude mobile app; on iPad and iPhone Duo, generated content now opens alongside the chat. In the same batch of updates, the iOS and Android versions support simultaneous login to multiple accounts with switching without logging out; Chromebook, Googlebook, and foldable devices gain an adjustable sidebar, touchpad and right-click support, and keyboard shortcuts; voice mode on iOS and Android responds faster and recognizes speech more accurately in noisy environments, and iPhone voice mode is integrated with Apple CarPlay. Phoenix Technology's report also mentioned that Claude added 24 new languages, bringing cumulative support to 33 languages.

Rohan Paul relays FT: Anthropic IPO hinges on fund managers' fear of missing out

Rohan Paul on October 30, 2026 relayed an analysis from the UK's Financial Times (FT) discussing the bull and bear cases for an Anthropic IPO. The analysis argues that whether fund managers buy into Anthropic depends more on their fear of missing out than on valuation logic. The bearish case presented in the article is that frontier labs, large tech companies and listed neoclouds have disclosed $2.1 trillion in debt and non-cancellable compute commitments, compared with $1.3 trillion in subprime in 2007; take-or-pay contracts could force companies to pay for compute no one uses. There is currently no further evidence-backed development in this matter.

Rohan Paul relays FT view: Anthropic IPO depends on fund managers' fear of missing out

Rohan Paul on October 30, 2026 relayed an analysis from the UK's Financial Times (FT) discussing the bull and bear cases for an Anthropic IPO. The analysis argues that whether fund managers buy into Anthropic depends more on their fear of missing out than on valuation logic. The bearish case presented in the article is that frontier labs, large tech companies and listed neoclouds have disclosed $2.1 trillion in debt and non-cancellable compute commitments, compared with $1.3 trillion in subprime in 2007; take-or-pay contracts could force companies to pay for compute no one uses. There is currently no further evidence-backed development in this matter.

View story:Rohan Paul relays FT: Anthropic IPO hinges on fund managers' fear of missing out

Anthropic trains Claude to flag potential abuse in conversations

Anthropic has disclosed Claude's "self-evaluation" hidden mechanism: after answering a user, the model appends about 10 tokens in the background to generate a risk rating and report it. According to Phoenix Technology, the mechanism has been enabled by default since the release of Claude Fable 5 in June this year, adding less than 2% to inference overhead. In a security blog post, Anthropic explained that the mechanism reuses existing context and the KV cache; on Fable 5 it captured 78% of violating conversations that a heavy-duty classifier could flag, achieved a 94% detection rate for high-risk abuse, and had a 1% false-positive rate. The evaluation results are not shown to users and do not enter subsequent conversations; they are mainly used for offline aggregate screening, while real-time blocking remains the responsibility of other safety classifiers. The company says 21 of 24 out-of-bounds test trajectories were identified in the background, and users must sign an enterprise-grade zero data retention agreement to turn off this review.

Anthropic raises the maximum request size for the Claude API to 128MB

Claude Devs announced that Anthropic has raised the maximum request size for Messages and Token Counting from 32 MB to 128 MB. The same announcement thread also mentioned that for requests with more than 20 images, the size limit per image has been increased from 2000 px to 3000 px; the request limit for the first-party Claude API is 128 MB, while via cloud platforms it is 20 to 32 MB. There are currently no further developments.

Anthropic raises Claude API maximum request size to 128MB

Claude Devs announced that Anthropic has raised the maximum request size for Messages and Token Counting from 32 MB to 128 MB. The same announcement thread also mentioned that for requests with more than 20 images, the size limit per image has been increased from 2000 px to 3000 px; the request limit for the first-party Claude API is 128 MB, while via cloud platforms it is 20 to 32 MB. There are currently no further developments.

View story:Anthropic raises the maximum request size for the Claude API to 128MB

Rohan Paul says Anthropic's revenue curve will become legendary

On October 28, 2026, Rohan Paul offered the judgment that Anthropic's revenue curve will become legendary. Citing a Bloomberg chart, he said that Anthropic's revenue in the first half of 2026 was nearly 400 times its full-year 2023 revenue, and that no other company in the chart comes close to that multiple; Nvidia, the second-fastest grower, remained below 50 times throughout its first three years after going public, while Alphabet, Meta, Microsoft and SpaceX essentially stayed near the 1x baseline. The same material also states that Anthropic's full-year 2025 revenue was about 100 times that of 2023, so its revenue in just six months of 2026 was about 4 times its full-year 2025 revenue. At present, this judgment appears only in this single source, Rohan Paul, and there have been no subsequent developments.

View story:Rohan Paul says Anthropic's revenue curve will become legendary

TechCrunch reports that after Anthropic's IPO, public shareholders have almost no say over the board

On October 26, 2026, Anthropic publicly submitted a Form S-1 registration statement, planning to list on Nasdaq under the ticker ANT. The prospectus disclosed revenue of $16.3 billion for the first half of 2026 and operating profit of $974 million in the second quarter, and listed NVIDIA compute commitments of up to $120.5 billion. Subsequently, in its October 28 IPO filing, Anthropic acknowledged that its life sciences business lacks physical laboratory experience; Goldman Sachs served as lead underwriter for the prospectus; TechCrunch reported that after the IPO, public shareholders would have almost no say in the selection of board members. On October 29, the prospectus disclosed four previously undisclosed Agent safety incidents. On October 30, Steve Eisman accused the prospectus of deliberately failing to disclose third-quarter data, and Reuters reported that it plans to raise up to $100 billion. On November 2, Anthropic submitted a revised S-1, disclosing approximately $895.4 billion in compute procurement and leasing commitments, and reporting third-quarter revenue of $16.956 billion, a year-over-year increase of 1,127%, with an operating loss of $567 million for the quarter; on the same day, another report said it plans to raise up to $3.5 billion from Japanese investors.

View story:Anthropic Publicly Submits S-1 Registration Statement for Proposed IPO on Nasdaq

Anthropic rolls out Claude Duet to Claude Max users in the US

Anthropic has begun rolling out Claude Duet to Claude Max users in the US. According to a Testing Catalog report on October 28, 2026, Pro users in the US will receive invitations subsequently; expansion outside the US is planned but has no timeline yet, and EU users may wait longer. Karan Ahuja said the team is prioritizing getting US Max users off the waitlist, with more invitations to be sent this week.

View story:Anthropic rolls out Claude Duet to Claude Max users in the US

Anthropic partners with six institutions to advance drug discovery

Anthropic's life sciences team has established research collaborations with six institutions—Generate Biomedicines, Divergence Labs, BigHat Biosciences, Enveda, The Column Group, and Bristol Myers Squibb—to jointly develop new drugs, while also acquiring Mithril Medicine, a biotechnology company independently operated by Cody Tranbarger, to directly conduct drug research and development. Anthropic says Claude has already delivered quantifiable improvements in molecular design, manufacturing document review, regulatory filings, and clinical trial planning; for example, Enveda used Claude to review 1,061 pages of documents, identifying all 11 issues found by humans and flagging 7 additional ones, cutting manual review time from more than 25 hours to less than 3 hours. Anthropic says it plans to significantly expand this work, and if candidate drugs perform well, it expects to be ready to launch human clinical trials as early as the end of 2028.

Aswath Damodaran publishes valuation article on Anthropic

Aswath Damodaran, a valuation professor at New York University, published a long article valuing Anthropic at $1.475 trillion. In the article, he noted that Anthropic's revenue in the first half of the year was about 14 times that of the same period last year, but growth slowed in the third quarter because OpenAI took market share and Anthropic lacked sufficient computing power. He mentioned that the $80.7 billion book loss in the first half mainly came from $72 billion in non-cash bond expenses, while the actual operating loss was slightly over $8 billion; Anthropic said it had achieved operating profitability last quarter. He believes the biggest risk is over $600 billion in computing power commitments, and that seven co-founders hold 50.1% of voting rights through a single class of shares.

View story:Aswath Damodaran publishes a valuation article on Anthropic

Anthropic expands the scope of its AI for Science program

Anthropic announced that it is expanding the scope of its AI for Science program, extending from its original support for individual teams to support for science foundations, research institutions, and research teams. According to information released by Anthropic, the program will be open to leading science foundations, research institutions, and research teams worldwide. Other reports say that the expanded program covers 20 science foundations, research institutions, and research groups worldwide and provides Claude credits; the same report also notes that Anthropic has not disclosed the scale of the credit funding, and that some frontier experiments are still in early preview. There are currently no further factual developments.

View story:Anthropic expands the scope of its AI for Science program

Anthropic trains Claude to flag potential abuse in conversations

Anthropic has disclosed Claude's "self-evaluation" hidden mechanism: after answering a user, the model appends about 10 tokens in the background to generate a risk rating and report it. According to Phoenix Technology, the mechanism has been enabled by default since the release of Claude Fable 5 in June this year, adding less than 2% to inference overhead. In a security blog post, Anthropic explained that the mechanism reuses existing context and the KV cache; on Fable 5 it captured 78% of violating conversations that a heavy-duty classifier could flag, achieved a 94% detection rate for high-risk abuse, and had a 1% false-positive rate. The evaluation results are not shown to users and do not enter subsequent conversations; they are mainly used for offline aggregate screening, while real-time blocking remains the responsibility of other safety classifiers. The company says 21 of 24 out-of-bounds test trajectories were identified in the background, and users must sign an enterprise-grade zero data retention agreement to turn off this review.

View story:Anthropic trains Claude to flag potential abuse in conversations