All-In with Chamath, Jason, Sacks & Friedberg · Saturday, August 8, 2026
Sachs highlights the dramatic growth of Anthropic, noting its Annual Recurring Revenue (ARR) has surged from $10 billion at the start of the year to an estimated $120 billion or higher by year-end. This rapid expansion is seen as evidence of the premium pricing power for frontier AI models.
“The latest we heard is Anthropic is now over 80 billion of ARR, year to year, started the year at 10.”
“It had forecast 100 billion as exit ARR for the year, and most people said that would be impossible to achieve. Now it looks like they're going to do it with a couple of months to spare.”
“So, I mean, estimates are going up. One, 10, 120 or higher for an end of year ARR.”