Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month.
大多数人认为AI公司在短期内难以实现大规模商业化，特别是达到470亿美元的年收入。这一数字暗示Anthropic可能正在以极快的速度实现收入增长，远超传统科技公司的扩张速度，挑战了人们对AI商业化时间表的普遍认知。
API revenue is becoming less important. Over the past two years my impression has been that OpenAI made more of their income from subscription revenue while Anthropic made more from their API.
大多数人认为AI公司的主要收入来源是API调用和订阅服务，但作者提出一个反直觉的观点：API收入正变得不那么重要。AI公司正在转向直接面向企业的产品，绕过中间商（如Cursor和GitHub Copilot），这改变了整个AI行业的商业模式和收入结构。
Our run-rate revenue has now surpassed $30 billion, up from approximately $9 billion at the end of 2025.
大多数人认为AI公司仍处于烧钱阶段，难以实现盈利，但Anthropic的收入在短短几个月内增长了三倍多，达到300亿美元的年化收入。这一惊人的增长速度挑战了AI行业普遍亏损的共识，表明AI模型商业化可能比预期更快、规模更大。
The company added roughly $11 billion in annualized revenue in just over a month, equivalent to the combined ARR of Palantir, Anduril, and Databricks
令人惊讶的是：Anthropic在短短一个多月内增加了110亿美元的年收入，相当于Palantir、Anduril和Databricks三家公司年收入的总和。这种爆炸性增长速度在科技史上极为罕见，反映了企业AI市场的巨大潜力。
Anthropic says its annual revenue run rate has climbed past $30 billion, overtaking OpenAI's reported $25 billion and marking one of the fastest ramps in AI.
令人惊讶的是：Anthropic在短短时间内实现了惊人的收入增长，从2025年底的90亿美元迅速攀升到300亿美元，超越了OpenAI。这种增长速度在AI行业前所未有，显示了Anthropic的商业模式和市场接受度远超预期。
Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpassed $30 billion—up from approximately $9 billion at the end of 2025.
大多数人认为AI公司仍处于烧钱阶段，但Anthropic的收入增长速度惊人，从2025年底的90亿美元年化收入飙升至2026年的300亿美元，这表明AI商业化速度远超市场预期，挑战了AI公司长期亏损的共识观点。