Alex Dudov
⬤ Anthropic just bumped up its revenue expectations for the next few years, showing they're betting big on demand for their AI tech. The company's now looking at $18 billion in revenue for 2025 and around $55 billion for 2026—that's about 20% higher than what they were projecting before. These numbers suggest they're seeing stronger adoption than they initially expected.
⬤ The really eye-catching part is their optimistic scenario for 2025-2028, which they've raised by roughly 40%. If things go according to this plan, Anthropic could be pulling in close to $148 billion by 2029. Their latest projections sit well above both their mid-2025 outlook and their more conservative December 2025 estimates, showing just how dramatically they've adjusted their expectations.
⬤ But here's the catch—getting to those revenue numbers won't come cheap. Anthropic's expecting to spend over $100 billion on model training alone through 2029. We're talking massive investments in computing power, energy, and cutting-edge hardware. Even with all that revenue growth, they've had to push back when they expect to actually turn a profit, which tells you how much they're planning to pour into development over the next several years.
⬤ What Anthropic's doing here really captures what's happening across the entire AI industry right now. Companies are racing to scale up and build more powerful systems, even if it means profitability stays out of reach for a while longer. It's all about positioning for the long game—spending aggressively now to dominate later. That tension between explosive growth and massive costs is basically defining how the big AI players are competing as we head toward 2030.
Alex Dudov
