Anthropic’s Growth Is Explosive — But Amodei Won’t Bet on It Continuing

[madmax]

Anthropic jumped from $0 to $100M in 2023, then to $1B in 2024, and is on track for $8–10B this year.
But Amodei says he’d be “really dumb” to assume the curve keeps rising.
The toughest challenge: planning how much compute and data-center capacity to buy without overshooting — a mistake that could bankrupt overextended competitors.
In a thinly veiled jab at OpenAI, he warned that some leaders just “like big numbers” and risk YOLO-ing themselves into trouble.

[Nahid Hossen]

Rapid AI adoption doesn’t guarantee long-term linear growth.

[Nahid Hossen]

Leadership caution signals realistic expectations for the industry.