Anthropic hit $6 billion in monthly revenue, more than Snowflake or Databricks make in a year. The company grew 10x year-over-year for three to four years, but scaling AI models costs enormous amounts on servers and chips. Even dropping to 5x growth could threaten its finances.
Anthropic did $6 billion in revenue in a single month last month. Just to put that in perspective, $6 billion, what it did in February is more revenue than Snowflake or Databricks, like two of the greatest software companies of the last 20 years. That's more than their annual revenue. And Anthropic just like messed around and did it in a month last month, which is just insane. They've grown revenue 10x every single year for the last 3 or 4 years. And he was like, you know, the crazy thing is I have to invest in servers, right? So I have to like buy inventory. I've to buy all these chips and these servers and these data centers. And he's basically being seen as like a wuss because he's not going out there yelling like, I'm going to do a trillion-dollar data center like OpenAI. Sam Altman's doing that. And he goes, the weird thing is like we're like one of the most successful companies ever. But if I bet on another 10x, but we only grow 5x in a year, we could go bankrupt. It's a very strange situation that I have to keep like being conservative, even though we have the most explosive growth and they're sort of limited on that.
