FactArticle
Products now play a much bigger role for Anthropic than they did a year ago, when its business was mostly API-driven.
Boris Cherny, head of Claude Code, says Anthropic has shifted from a mostly-API business a year ago to one with a strong mix of API and its own lucrative products. ✦ AI generated
Boris Cherny · Big Technology · 2026-07-17 · original ↗
Products play a much bigger role for Anthropic than they did a year ago. That's definitely the case.
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Anthropic's growth trajectory is unprecedented in Silicon Valley history — three years of 10x revenue growth, tripling from $10B to $30B ARR in Q1, accelerating to $44B in April, on pace to exit the year at $100B ARR now that compute constraints are solved.David Sacks · All-In Podcast · conf 75%OpenAI's product releases over the past two weeks have been strong despite a bad press week — GPT-5.5 reviews are excellent and Anthropic's Opus 4.7 is a bust, with users rolling back to 4.6David Sacks · All-In Podcast · conf 70%Anthropic's decision to withhold Mythos due to security concerns is a responsible, pragmatic move that demonstrates industry self-regulation working without top-down government mandates.Brad Gerstner · All-In Podcast · conf 70%
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provides context → Anthropic's revenue trajectory is unlike anything Silicon Valley has ever seen — growing 10x per year, from $10B ARR to $30B in Q1 alone, and on track to exit the year at ~$100B ARR.David Sacks · All-In Podcastprovides context → Even though Anthropic beat OpenAI to this bundled-agent product vision with Claude Code and Cowork, OpenAI believes it can now execute better having watched how the approach should work.Andrew Ambrosino · Big Technology