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simonw • today at 7:49 PM • 1 reply • view on HN

That was 2025. In 2025 a quarter of their revenue came from two customers, and those customers were GitHub Copilot and Cursor.

In 2026 their revenue has gone up by a factor of more than 10x, and they no longer have just two whale customers.

I heard a rumor recently that customers spending less than $100m/year aren't even considered their "top tier" now.


Replies

shakna • today at 8:37 PM

We know the 2025 revenue numbers from Anthropic's leaked prospectus.

Where are you getting the 2026 figures from? The Bloomberg article that was "on track to generate" and just prediction?

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