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• Anthropic just announced: - Run rate revenue is now $47 billion - Raised $65 Billion for Series H round - Valuation is $965 billion post-money Insane.

  9.0

  Anthropic announced a run rate revenue of $47 billion, raised $65 billion in a Series H round, and achieved a post-money valuation of $965 billion.

• I think Anthropic and OpenAI have found product-market fit

  6.0

  Simon Willison argues Anthropic and OpenAI have found product-market fit through enterprise coding agents. Both companies shifted to API-based enterprise pricing, and recent models cost more. Stories of Uber blowing its AI budget and Microsoft canceling Claude Code licenses suggest customers are paying high prices for genuinely useful tools, making April 2026 a new revenue inflection point.