Sacks claims Anthropic has the fastest growing revenue run rate at scale ever seen based on public data.
“Third, Anthropic's revenue run rate is based on what I can tell and what's been publicly released is the fastest growing revenue run rate at scale that I think we've ever seen.”
Sacks says Anthropic grew 10x annually to $30B ARR versus OpenAI's 3-4x, projecting $80-100B by year-end.
“So they went from, let's call it 1 to 10,000,000,000 of ARR last year. And by the end of Q1 this year, they were already at 30,000,000,000 of again, let's call it their revenue.”
Sacks says Anthropic is at $70B+ ARR, forecasted to 10x from $10B to $100B+ this year.
“Meanwhile, you're seeing Anthropic break into the seventies, 70 plus billion of ARR. Their forecast was to 10 x this year from 10,000,000,000 of ARR to a 100,000,000,000.”
Sacks says Anthropic grew from $10B to over $80B ARR and will hit $100B forecast early.
“Started the year at 10. It had forecast a 100,000,000,000 as exit ARR for the year, and most people said that that would be impossible to achieve.”
Sacks explains SpaceX's path to $100B ARR requires two gigawatts at $50 per watt.
“A gigawatt is a billion watts, so 30 to $50 per watt means 30 to 50,000,000,000 per gigawatt. And I think they're at the high end of that range right now.”
“The “AI capex is a bubble” and “SaaS is dead” narratives getting shredded this morning. NVDA +8%, SFDC +20%. NVDA: $96B q2 revenue (+106%), ~$60B net income, 75% gross margin. Highest core-business quarterly profit ever. Guided FY28 rev +70% vs Street exp 45% — and that’s a”