The AI Daily Brief · Friday, July 31, 2026
Analyst Dwarkesh Patel projects that Anthropic could end the year with $100 to $150 billion in revenue, a figure that would eclipse the combined revenue of Tesla and SpaceX if achieved. This projection follows news that Anthropic's ARR may have jumped $10 billion in July alone.
“Anthropic likely ends the year with 100 to 150 billion in revenue.”
“if Anthropic can hit this mark, they will have eclipsed the revenue generating capacity of Tesla and SpaceX combined.”