Anthropic revenue jumps to $16.8B in third quarter, claims profitable

ft.com

22 pointsyakkomajuri4 comments

Previously:

"Anthropic is now pacing to generate more than $100 billion in annual revenue, up 50% from just two months ago, the New York Times reported Friday."

https://www.axios.com/2026/09/18/anthropic-100-billion-reven...

So then, by this magic revenue number ARR (multiply our best month by 12), we multiply this best quarter by 4 and get $87.52?

I'm sure this has been discussed elsewhere, but I was recently befuddled at just how insanely the OpenRouter rankings graph has grown this year. Look at this shit:

https://openrouter.ai/rankings

Am I to understand the weekly pace has gone from 3.2T tokens to 181T tokens since last October?

AI will have many problems but it seems profitability (maybe) ain't one.

agentic use which is mostly cached tokens really pumps the total token numbers without contributing to revenue as much.

The absolute values aren't meaningful per-se, it's the relative growth that's mind-boggling.

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