I assembled some of those numbers in May, when they claimed they had grown from $9bn in annualized revenue in December 2025 to $47bn in early May. https://simonwillison.net/2026/May/29/anthropic/

Since then they've reported $65bn in annualized revenue by July: https://simonwillison.net/2026/Aug/23/anthropics-best-ai-mod...

And sure, they might be lying about those figures - but if they are, that's investor fraud, and they'll be in hot water with the SEC when they try to IPO. I don't think they are lying about the figures.

If I had numbers on their cost of revenue I would share those. As it stands I'm going to have to wait for either more leaks or their S-1.