Anthropic 2026 上半年收入接近 2023 年全年的 400 倍
Anthropic’s revenue curve will be folklore.
Rohan Paul 引用彭博图表称,Anthropic 2026 年上半年收入接近其 2023 年全年收入的 400 倍,图中没有其他公司接近这一倍数。增速第二的英伟达在上市前三年内始终低于 50 倍,Alphabet、Meta、Microsoft 和 SpaceX 则基本停留在 1 倍基线附近。Anthropic 2025 年全年收入约为 2023 年的 100 倍,因此 2026 年仅 6 个月的收入就约为 2025 年全年的 4 倍。
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作者引用彭博图表,把 Anthropic 的收入增速与英伟达等公司放在同一坐标上比较,读者可据此判断其增长量级。
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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