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@patrick_oshag: A list of surprising and mind-boggling stats from this conversation: - NDR is over 500% on an annualized basis - Anthropic's first dollar ...

@patrick_oshag 3 信息等级 3 1 噪音/剔除;2 较弱;3 普通事实;4 重要行业动态;5 极重大事件。该分数是信息显著性,不是投资建议。 发布:2026-05-14T01:56 抓取:2026-05-14 16:03
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摘要

推文披露Anthropic多项惊人数据:NDR年化超500%,季度营收从90亿增至300亿美元,预计下月底达500亿美元;90%以上内部代码由Claude Code编写;9家财富10强企业为客户;累计计算承诺超1000亿美元;公司自2023年3月产生首笔收入,成立仅5年,7位联合创始人均在职。

客观事实
  • NDR年化超过500%
  • 季度营收从90亿增至300亿美元
  • 超过90%内部代码由Claude Code编写
Anthropic Claude Code Meta Fortune 10

原文

A list of surprising and mind-boggling stats from this conversation:

  • NDR is over 500% on an annualized basis

  • Anthropic's first dollar of revenue came in March of 2023

  • Over 90% of code inside Anthropic is written by Claude Code

  • The head of tax is the heaviest token user on the finance team

  • Run rate revenue went from $9B to $30B in one quarter (reportedly, on pace for $50B by end of next month)

  • Cowork is growing faster than Claude Code did at the same point in its life

  • Signed two double-digit million-dollar commits in a 20-minute Uber ride to the podcast

  • Krishna spends 30-40% of his time on compute decisions

  • 9 of the Fortune 10 are customers

  • $100B combined commitment of compute

  • 30 different product and feature releases in January alone

  • A prior model found 22 security vulnerabilities in an open source codebase; Mythos found 250

  • The finance team has built a library of over 70 Claude skills specific to finance

  • Anthropic raised $75 billion since Krishna joined two years ago

  • The day of the Series E first close was the day the DeepSeek news broke

  • When Meta and others made huge poaching offers, Anthropic lost two people on the technical side while other labs lost dozens

  • All seven co-founders are still at the company

  • The company is just over five years old

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