Anthropic
What founders, operators, and investors are saying about Anthropic, tracked by Signal Headquarters. Every line below is attributed to a named speaker.
Anthropic committed over $100B to compute deals, 5 GW of TPUs (Google/Broadcom, starting 2027) and 5 GW of Trainium (Amazon).
“It was an over hundred billion dollar commitment.”Krishna Rao · 13 May 2026
Anthropic's net dollar retention rate exceeds 500% on an annualized basis.
“Our net dollar retention rate is over 500% on an annualized basis.”Krishna Rao · 13 May 2026
Anthropic's annualized run-rate revenue grew from ~$9B to north of $30B in a single quarter.
“We started the year with about $9 billion of run rate revenue and we ended the quarter with, you know, north of $30 billion of run rate revenue.”Krishna Rao · 13 May 2026
An additional $50B is committed to flow into Anthropic from deals with Amazon and Google inked last month.
“We have another $50 billion that'll come in into the future from the Amazon and Google deals that we that we inked last month.”Krishna Rao · 13 May 2026
54% of Anthropic's new enterprise logos were acquired through a self-serve funnel, a sign of how far automated onboarding has scaled.
“54% of our new enterprise logos have come through the self-serve funnel in.”Anthropic Head of Industries · 20 May 2026
Korgi spends approximately $400,000 per month on Anthropic and zero dollars on OpenAI.
“Given that we spend maybe like $400,000 per month on Anthropic and $0 on OpenAI at the moment.”Nico Laqua · 30 May 2026
Claude Code's multi-agent code review feature, which traverses an entire codebase simultaneously, only became production-reliable with Opus 4.5, Opus 4.6, and Sonnet 4.6.
“It was only with like Opus 45 and 46 that we and Sonnet 4.6 that we felt like okay we are now able to like run multiple code review agents simultaneously to traverse the entirety of the codebase and to synthesize a set of like real issues that an engineer needs to address before merge.”Cat Wu · 23 Apr 2026
Dario Amodei on Anthropic's existential financial risk despite breakout success.
“The weird thing is like we're like one of the most successful companies ever, but if I'm wrong, like if I bet wrong on that, we'll go broke.”Dario Amodei · 19 Mar 2026
Over 90% of Anthropic's own code is now written by Claude Code.
“90 plus% of our code is actually written by cloud code.”Krishna Rao · 13 May 2026
Anthropic has raised $75B since CFO Krishna Rao joined the company.
“We've raised you know $75 billion since I joined the company.”Krishna Rao · 13 May 2026