Commenter challenges "flattened" framing with official Q3 numbers
2 Nov 2 7:19 PM · 5d ago · 13 comments · 1 source · development 2 of 2
A commenter disputes the analysis, noting that Anthropic's official Q3 filing shows $16.96 billion revenue with 47% quarter-over-quarter growth and >1000% year-over-year growth, and cites evidence that Claude token consumption surged after September price drops via OpenRouter data.
“I wouldn't say their growth "flattened"? Their price drops in September dramatically increased Claude token consumption per OpenRouter”
subtlesoftwareAnthropic AI company disclosing financialsAndrew Ross Sorkin, Lauren Hirsch, Sri Muppidi NYT reporters
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What was reported 1 claim about this development
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2 outlets Anthropic's growth just flattened
first by HN Best, 5d ago · also HN Frontpage
What people said 17 voices · verbatim
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This is why Musk rushed consolidating xAI with Spacex and rushed to an IPO. And, why it was so important to him that Nasdaq and Russell rewrite their rules so he could dip into everyone's retirement accounts as quickly as possible. I don't think he's particularly bright, but he has an incredible cunning about how markets behave and how to…
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This piece was published in mid-October based on rumored numbers.Anthropic released their Q3 numbers today which show:- $16.96B in revenue Q3- Up 47% quarter over quarter (Q2 was $11.6B)- Up >1000% year over yearI wouldn't say their growth "flattened"? Their price drops in September dramatically increased Claude token consumption per…
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Opus 5.5 may be occasionally better than other models on code (I find this debatable though, because Astra is very good and will often do better imo), but I would wager there's way more money to be made on things like image and multimodal tasks or at least nearly as much, and frankly even Gemini 3.8 flash can spank Anthropics best models on visual…
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I know this is tech sector funny money and we do just disregard profit and judge companies on revenue alone, but the 5.5 models that just released are quite a bit cheaper than the 5.0 tier.I wouldn't really be surprised if better model efficiency was part of the reason for a revenue stall, but I would also expect their costs to have dropped a fair…
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I can't disagree enough. I've gone from filling 4 Ultra accounts every week with Fable to barely managing to fill 50% of one with Opus. It's so damn efficient I'm spending 1/4 of what I was before with Anthropic.For me, that's amazing, but maybe it explains these numbers and maybe it'll finally change when Fable 5.5 forces me back into high usage…
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I use Codex and Claude with frontier models. Even the slight difference in an AGENTS.md or CLAUDE.md or whatever tiny amount of difference in guidance you provide the agents feels to me to outweigh any difference in each agents's coding ability. i.e. for practical purposes, to me, they are equivalent with very slightly differing UX.Accidentally…
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I think the next cycle of growth will be from increased subscription pricing? Thats what the streaming companies did - start low, keep increasing forever. OpenAI already merging codex / chat and I think most people will have to buy that min subscription or even the higher tier. I am already at the $100/monthI am not saying its a must, but those…
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Interesting angle to blame the slopmaxers when the AI companies have been pushing maximum usage for a while now.I assume they’d hoped that the value of the spend would manifest itself and they could raise prices. The opposite happened and companies are instead cutting back.It sounds to me like they chose a poor marketing and pricing strategy for a…
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If the hypothesis is that "everyone is tightening spend on usage", then anthropic is boned, if that holds true. Look at the price to performance for any benchmark and compare OAI and Anthropic, and this would be a pretty clearly terrible reality for Anthropic. OpenAI absolutely blows Anthropic out of the water when it comes to cost, if you pay per…
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Flattened might be an exaggeration but they lost many a customer with boneheaded decisions like blocking subscription access to OpenCode. I don’t think they’re past the point in their growth curve where tinkerers don’t matter anymore. Again, definitely not flattened but not as parabolic as they could be.
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Opus 5.5 actually decreased my Anthropic spend, because I stopped using Fable once it came out.I ping-pong between different agents all day long and don't necessarily agree that Anthropic is clearly in the lead on coding at this point.
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Main discussion:Anthropic reports $17B in Q3 revenue, commitments of $895B in revised S-1
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Everyone trying to vibecode their next million dollar idea only discover the web is dead. Nobody is looking for anything because that would require leaving the safety of the same handful of sites everyone else is on.
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I expect growth to go down. Opus 5.5 is not only better, but a lot cheaper. My company was spending quite a bit on overages with Fable 5. Now we are no longer doing that.
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the way they are rigging the valuation, there wont be much growth left for the "market", so the ipo isn't really that interesting priced like this.
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Opus 5.5 is also more cost efficient than Opus 5 - costing 50% lower. Anthropic margins and/or people's usage has to be higher to continue growth.
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This is fine. Not only are we happy with growth now, but we want growth of growth?
All 2 developments of Anthropic's Q3 revenue growth slows to 45% sequentially →
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