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They're losing a ton of money on this. Yeah. We'll see if that winds up being sustainable or not.
We've just never seen companies grow this fast. Yeah. Zero, a hundred million, a billion, and then 10 billion in three years is just not a company growth trajectory we've ever seen in history.
I don't think the, the revenue multiple is astounding here given the growth. If you do a plot of revenue and growth rate, Anthropic is not an outlier. It's a pretty reasonable valuation for a revenue run rate and a growth rate for most companies.
And that was what they released when they announced their $380 billion funding round.
I think the latest reported one was publicly, it was 2.5, just for Claude Code. Just for Claude Code.
Claude Code is the fastest growing product of all time. This is a, you know, nearly $3 billion run rate product a year.
with Claude Code, it was very obvious to people that that paradigm was going to do way more valuable work than just single Q and A.
4.6 Opus is the most incredible thing that I've ever played with.