All-In with Chamath, Jason, Sacks & Friedberg · Thursday, September 17, 2026
Brad Gerstner highlights Anthropic's rapid revenue growth, starting from $2 billion in January to $11 billion in March, as a key driver for the AI market's historic run in April and May. He notes that this surge in revenue confirmed the market's expectation for AI's financial impact.
“And then in January, Anthropic's revenue was 2 billion. And then in February, it was 4 billion. And in March, it was 11 billion.”
“We had an exclamation point answer to the question. Will the AI revenue showed up? It showed up in a massive way.”
“And that's why we got this historic run in April and May. We ripped off the bottom because the fuse was lit by Anthropic's monthly revenue.”