Anthropic Just Hit $45B ARR. Dario Won. Now the Real Race Begins.
Key Takeaways - $45B annualized revenue landed in late May 2026. Up from $9B at the end of 2025 - Claude Code, a product nobody saw coming, is anchoring contracts across unrelated industries - Goldman Sachs and JPMorgan are reportedly eyeing an IPO as soon as October 2026 - Anthropic