Anthropic 八週內營收達到 470 億美元 —— 模型供應商如今是歷史上增長最快的 SaaS
像 anthropic 和 mercor 這樣的 ai 初創公司在數週而非數年內達到了數十億美元的營收里程碑，這表明純粹的 ai 實驗室現在的速度甚至超過了最快的傳統 saas 公司。
anthropic disclosed a $47b revenue run rate in late may, a $17b increase in under two months, demonstrating historic velocity that has mesmerized the ai sector. mercor similarly reached $2b in gross annualized revenue just four months after hitting $1b, while sierra and glean added $100m and $100m to their arr in record time. legacy tech firms are also seeing acceleration, with gusto and clio reporting sharp revenue increases after integrating ai. this data suggests that the consolidation of value is happening at the application and model layer faster than anticipated, fundamentally changing venture capital benchmarks for scaling.