Anthropic added $10B ARR in march alone. ai is setting up for a massive rerate
u/ActuallyMy ·
Reddit — r/ValueInvesting
· April 07, 2026 at 12:19
· ⬆ 15 pts
· 💬 38 comments
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Summary
The post claims Anthropic achieved $30B ARR and added $10B in March alone, projecting it will exceed $100B ARR within 12 months.
The author's thesis is that the market is undervaluing AI companies because it hasn't recognized the imminent, massive revenue scale of leading AI labs (Anthropic, OpenAI), which will trigger a major sector re-rating.
Quality assessment: Speculation/Noise. The ARR figures presented are extraordinary and lack any cited source, contradicting all available public information about private AI company revenues. The argument is based on unverified, anecdotal claims.
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The read on AI by the market and the read on Reddit is generally wrong. Anthropic is at 30 billion in ARR right now, and at its current growth rate, it will comfortably exceed $100 billion in ARR in the next 12 months.
The concerns around investments have been completely valid, as there was an investment of hundreds of billions for maybe $20 billion in annual revenue. When the leading AI labs start to put up revenue numbers on par with the largest companies in the world, though, there aren't going to be any questions on whether or not they can meet their financing commitments.
The other thing I'm noticing is how many people don't understand what this means for OpenAI. I get it. People hate Sam Altman, and I cannot blame them, but this is a two-horse race. The numbers from one are a very good indicator of what the numbers for the other will be. There's no world where Anthropic reaches 100 billion in ARR. While OpenAI lags, it will also grow aggressively over the next year here, albeit perhaps more slowly.
When the market starts to realize that there will be a return on investment from the AI spending commitment, and a very high one at that, we're going to see a massive re-rating. We keep getting these lags in the market where it re-rates relative to the current numbers, and then people wait to see next year's numbers. Except we're already seeing next year's numbers three months into the year.
All I'm saying is I don't think we're going to have a second chance to load up on a lot of these AI companies after this year. Assuming we don't have WW3 in Iran, we're going to see a massive re-rating and expanded multiples likely for the foreseeable future.
To any bear, please explain to me how a company adding $10 billion a month to ARR is bearish lmao.