If Anthropic and OpenAI end the year above $100 billion in revenue, they're on a trajectory that could see that revenue grow 3 to 5x again next year — a scale of value creation never before seen.
Brad Gerstner predicts that if Anthropic/OpenAI exit the year above $100B in revenue, they could 3-5x that again next year, an unprecedented leap in Silicon Valley history. ✦ AI generated
Brad Gerstner · All-In Podcast · 2026-07-11 · original ↗
starts at this moment · 21:52
So let me be provocative here. If these guys end a year over a 100red billion, I think that they're on a revenue trajectory that they could 3 to 5x again next year. We've never seen anything like this. Never.
verbatim transcript · starts at 21:52
21:52Snowflake. There was tons of optimization that occurred at Snowflake, but the revenue continued unabated. their revenue growth continued under beta because they further penetrate penetrated use cases f further penetrated the enterprise. So let me be provocative here. If these guys end a year over a 100red billion, I think that they're on a revenue trajectory that they could 3 to 5x again next year. We've never seen anything like this.
22:18Never. >> You're saying 100 to 300. 100. And Jason, like you and I have talked about this. Our minds were blown. If a company could go from 100 million Yeah. to 300 million, we're talking from a 100 billion to 300 billion. 200 billion of incremental revenue is incomprehensible in the history of Silicon Valley. Okay. And just the fact that we're even the world in the history. >> Yeah. In the history of the world. So
22:46the fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it. So yes, the super sophisticated companies, the 8090 and Chimath are helping optimize their token spend that are early adopters. 100% that's occurring, but it's not really changing the trajectory
23:14that the Frontier Labs are on. >> Yeah. And one of the interesting things about this technology that's really unique, we talk about intelligence on demand. When you would make a piece of software or you had some technological innovation, it would typically acrue to, I don't know, one group of people in an organization. You know, maybe two groups of people, right? Excel comes out. Okay. Yeah, the accounting department's having
23:35a field day with it, but it's not really affecting human resources or marketing. Okay. Yeah, maybe it trickles down eventually. Every single person in every single organization is playing with these tools. So if everybody's playing with it, everybody's trying to apply it all at the same time. It's kind of like, you know, you got a thousand person organization. People are spending 200 a month. Okay. Yeah, Chimath, they double