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。
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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