Garrison Lovely says Anthropic revenue hit '$47bn annualised' by May

What was said

"Anthropic's revenue grew the fastest a company's revenue has ever grown at that level, going from like a few billion annualized at the start of the year to like 47 billion annualized by like May, I want to say, and we don't know what it is now. Um, it may have slowed down."

In a discussion about whether the AI boom is a bubble, Garrison Lovely claims Anthropic’s revenue ramped from "a few billion" annualised to about "$47 billion annualized" by May, while cautioning he does not know the current figure. He frames pricing pressure from open-weight models as a potential threat to premium US model providers if safety testing slows releases.