> But I’m a curious little critter and went ahead and added up all of the times that Anthropic had talked about its annualized revenue from 2025 onward, and the results — which you can find with links here! — and based on my calculations, just using published annualized revenues gets us to $4.837 billion.

It’s here in the blog.

> This is (historically) a recipe for fraud and badness. If ARR is important enough to be reported, then there should be a GAAP definition.

This is orthogonal to Ed misunderstanding ARR.