Anthropic has seen multiple 10x ARR increases, when does it slow down and what slows it down?
Anthropic has seen multiple 10x ARR increases, when does it slow down and what slows it down?
Description
Founders discuss whether Anthropic's rapid revenue growth will face future scaling constraints
Transcript
But even then, right? If we talk about a vector, over 3X in terms of the revenue increase versus whatever the computer increases, yeah. That's still a 3X, right? Yeah, so, yeah. So, where do you go on the demand side? What's the limiting factor? What's the constraint? I think the demand is gonna. The demand is definitely. I see. The demand is definitely gonna more than 3X, for sure. Haha. The demand is gonna more than 3X. Okay, okay, okay, okay. Okay, okay, okay. I'm in a tight spot, haha. The demand is gonna more than 3X. So, the revenue definitely has to more than 3X. Wow, that's the question. Haha. That's the question, bro. But if the. If the demand more than 3X, it doesn't mean they have the capacity to to deliver it. To deliver it. So, I don't think they can even match the what the demand is gonna be, which is why, obviously, the pricing is gonna increase. But I still I still don't see them going more than, like, 3X revenue, really. Okay.

