Rohan Paul· @rohanpaul_ai · X·· 2 小时前AI 评分52
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Rohan Paul 引用彭博图表称,Anthropic 2026 年上半年收入接近其 2023 年全年的 400 倍,图中其他公司均未接近这一倍数。Nvidia 在上市前三年内的增速保持在 50 倍以下,Alphabet、Meta、Microsoft 和 SpaceX 则基本停留在 1 倍基线附近。Anthropic 2025 全年收入约为 2023 年的 100 倍,因此 2026 年 6 个月的收入约为 2025 全年的 4 倍。
正文
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