Simon you're really going to need to float the numbers for us if you're going to make claims about enormous revenue. And don't forget to include things like cost of revenue as well !
I assembled some of those numbers in May, when they claimed they had grown from $9bn in annualized revenue in December 2025 to $47bn in early May. https://simonwillison.net/2026/May/29/anthropic/
And sure, they might be lying about those figures - but if they are, that's investor fraud, and they'll be in hot water with the SEC when they try to IPO. I don't think they are lying about the figures.
If I had numbers on their cost of revenue I would share those. As it stands I'm going to have to wait for either more leaks or their S-1.
What was the decision to leave the LLM to write the detail section rather than author it yourself? There's a growing resentment about asking people to read LLM-produced words, especially if it's a large amount to read. Not sure if you were aware of that or not (I think there's been links to surveys / polls just recently on H.N)
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