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Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO Simon Willison’s Weblog Newsletter 15th October 2026 - Link Blog Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO. The phrase "told investors" appears four times in this FT article, which reports on Anthropic's day of hosting investors on Wednesday. Lots of details in here from "people with knowledge of the matter". Key things I learned from the article: Q1 revenue (Jan/Feb/Mar) was "about $4.8bn" Q2 (Apr/May/Jun) was $11.5bn Q3 (Jul/Aug/Sep) was $16.8bn In Q3: $1.70 in revenue for every $1 spent on "computing power" Adjusted operating margins (excluding stock-based compensation) were 11% This point about distillation is worth quoting in full (highlight mine): The start-up has also clamped down on “distillation” — a controversial practice whereby rival AI labs train their models on the outputs of more advanced ones. When rival companies “distil” their models from Anthropic’s models, that involves heavy usage and spending. Anthropic told investors on Wednesday distillation accounted for 5 per cent to 7 per cent of revenue and that they had cut it back “materially” in the third quarter of the year, said four people with direct knowledge of the matter. Napkin maths says that if distillation was 5% of their Q2 revenue (before they cut it back in Q3) then unnamed "other labs" spent over half a billion dollars distilling Anthropic's models in that quarter! Recent articles Hello Python 3.15, goodbye 3.10, and now I can use 3.11 - 12th October 2026 A new feature for my blog, built using my voice - 9th October 2026 Claude Haiku 5.5 - 7th October 2026 We're going to need default hard budget caps on pretty much everything - 3rd October 2026 This is a link post by Simon Willison, posted on 15th October 2026. ai 2,282 generative-ai 2,024 llms 1,990 anthropic 349 Monthly briefing Sponsor me for $10/month and get a curated email digest of the month's most important LLM developments. Pay me to send you less! Sponsor & subscribe Disclosures Colophon © 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026