Anthropic is described as having a more dynamic growth trajectory than SpaceX, with Claude capturing significant share of frontier model usage across coding, agentic workflows, and enterprise deployments. Reported annualized revenue is said to have risen from a little over $10 billion at the start of the year to a $45 billion annualized revenue run rate. The acceleration is framed as an unusually aggressive enterprise software ramp. Anthropic’s recent fundraising at a $900 billion valuation is contrasted with an implied valuation closer to $1.8 trillion based on market demand. The resulting valuation range is presented as comparable to SpaceX’s reported IPO target.
"“The three highest profile SaaS companies founded in the last 10 years are Palantir Technologies ( NASDAQ:PLTR), Snowflake ( NYSE:SNOW), and DataBricks. Anthropic just added their combined business in one month.”"
"“Anthropic reportedly started the year at a little over $10 billion in annualized revenue and is now at a $45 billion annualized revenue run rate.”"
"“Baker positions Anthropic's growth curve as the most aggressive enterprise software ramp ever recorded, with Claude capturing significant share of frontier model usage across coding, agentic workflows, and enterprise deployments.”"
"“Anthropic recently raised at a $900 billion valuation. Baker's view was that market demand would support a raise closer to $1.8 trillion if the company wanted to price at that level.”"
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