Anthropic hit B ARR in 16 months. I went looking for where the money is actually coming from.

Anthropic has achieved a staggering annualized revenue growth from $1 billion to $30 billion in just 16 months, raising questions about the sustainability of such rapid financial success. A conversation with a SaaS company infrastructure lead highlights the pressures of enterprise AI costs, prompting companies to consider on-prem solutions to manage expenses. This scenario underscores the complexities of revenue generation in the AI sector, particularly regarding who ultimately bears the financial burden.