Hard Fork · Friday, October 30, 2026
Erin Griffith explains that Anthropic posted $16.3 billion in revenue for the first half of 2026, marking 14x growth. However, previewed Q3 numbers indicate that growth is slowing down to 44% as competitors like OpenAI catch up and companies pull back on token spending.
“We're talking about $16.3 billion in revenue for the first half of 2026. And that is an enormous amount of growth, too. Like, you know, it's we're seeing a company grow 14x.”
“And so I think in Q3, they grew 44%. And so that's a pretty significant slowdown from, again, gangbusters growth down to like just...”