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Interview2026-08-14
Sacks describes Anthropic's compounding revenue trajectory and extrapolates it forward one year.
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David Sacks · All-In Podcast · Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
“if you're ending the year at, let's say, a hundred billion run rate up 10x plus year-over-year. And by the way, they've grown 10x year-over-year for the last 3 years. So it's growing exponentially. If that rate of growth were to continue, they'd hit a trillion dollars of ARR by the end of next year.”
Key terms
- ARR
- — Annual recurring revenue — the yearly value of a company's ongoing subscription or usage revenue.
- run rate
- — A current period's revenue projected forward as if it continued at the same pace for a full year.
Educational summary of a public statement. Not investment advice.