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Anthropic has experienced significant growth, with annual recurring revenue rising from $1 billion to $19 billion in the past year, according to Lenny Rachitsky. In February alone, the company added $6 billion in ARR, a pace that outstrips firms such as Palantir and Atlassian, which each took 15–20 years to reach around $5 billion ARR.
Rachitsky notes that Anthropic is now increasing its ARR by an amount comparable to what those companies took years to achieve, but doing so every month.