Eisman Highlights Slowing Sequential Growth and End of Token Maxing for Anthropic
Steve Eisman notes on Prof G Markets that after the end of 'token maxing'—where companies forced 24/7 AI use—Anthropic's sequential revenue growth dropped significantly from 147 percent in Q2 to 45 percent in Q3.
personSteve EismanpersonEd ElsoncompanyAnthropic
The tape
1 quote
“Third quarter, token maxing is over. Sequential revenue growth goes from 147% to 45%.”
Steve Eisman
Heard on Prof G Markets — “Why Steve Eisman Isn't Buying Anthropic's IPO”, published Wednesday, October 28, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.