Gary讲了Anthropic收入预测的事儿，对比他和对方说法，能看看不同观点。
Anthropic旗下Claude Code产品收入预测引发讨论。数据显示该产品本周追踪ARR达15.12亿美元，占其总追踪ARR的21.9%。最新月环比增长为+5.2%，但长期趋势存在争议。
Remember my discussion with @dwarkesh_sp about revenue forecasts for Anthropic? He is basically pro...
Remember my discussion with @dwarkesh_sp about revenue forecasts for Anthropic? He is basically projecting continuous exponential growth for Anthropic’s revenue run rate; I have been saying it will flatten out because of Chinese models, price wars, and the end of tokenmaxxing. From the data below it looks like (tentatively, it’s a small sample to be sure) I might be right. A flattening may have begun. [Of course long term, *profits* are what really matters.] TickerTrends 🔬 @tickerplus Anthropic Claude Code tracked ARR reached $15.12B for the week ending Aug. 10, representing 21.9% of Anthropic’s total tracked ARR. Latest tracked growth: +5.2% MoM. Full tracking update: blog.tickertrends.io/p/claude-code-… 🔗 View Quoted Tweet 💬 3 🔄 0 ❤️ 19 👀 3752 📊 5 ⚡