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Anthropic revenue run-rate dominance

April 7, 2026Aakash Gupta, Lenny Rachitsky

Aakash Gupta and Lenny Rachitsky both claim Anthropic crossed $30B revenue run rate or ARR and frame the jump as historically large versus peers and OpenAI.

Anthropic just passed OpenAI in revenue run rate.
Anthropic just crossed $30B.
Anthropic added the combined ARR of Palantir, Anduril, and Databricks—in one month.
Breaking: Anthropic is now at $30B ARR.
Aakash Gupta
Lenny Rachitsky
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