Your point, via Zeoli, that technological progress does not guarantee attractive returns for every investor is the question Raphaëlle d’Ornano takes to Anthropic’s own revenue line this week. Her central path puts the run rate at $169 billion by December 2027: the work behind it nearly quadruples while the run rate only doubles, because most new work lands below the frontier and the price of a token falls by almost half. She closes on the same distinction: valuable technology and financeable growth are different questions.
Your point, via Zeoli, that technological progress does not guarantee attractive returns for every investor is the question Raphaëlle d’Ornano takes to Anthropic’s own revenue line this week. Her central path puts the run rate at $169 billion by December 2027: the work behind it nearly quadruples while the run rate only doubles, because most new work lands below the frontier and the price of a token falls by almost half. She closes on the same distinction: valuable technology and financeable growth are different questions.
https://www.decodingdiscontinuity.com/p/anthropic-revenue-forecast