Anthropic’s revenue keeps outrunning the bear case - acshartsis@gmail.com - Gmail
- Anthropic's Q3 revenue ($16.8B) exceeded its entire H1 2026 revenue ($16.3B), demolishing bear case concerns about profitability.
- Compute spending as a percentage of revenue crashed from 159% in 2025 to 55% in H1 2026, showing dramatic operating leverage.
- Elon Musk personally ordered Starlink speed caps for Ukraine, crippling drone defenses and intensifying European calls to ditch American tech.
- Legal AI unicorns Legora and Harvey are scaling at breakneck pace, with Legora's next $100M ARR taking less than six months.
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