The former AI Czar says Anthropic’s staggering growth over the last three years is nothing compared to what’s coming.
Recently, the Claude creator revealed that its revenue rate exploded from just $9 billion at the end of 2025 to more than $30 billion this month.
David Sacks says Anthropic’s soaring revenue is a clear sign that the AI bubble narrative is bursting.
“And I want to just underline it. Consider where we were at the beginning of the year. And what everybody was saying is that AI was a big bubble. And the evidence they would point to was the fact that hundreds of billions of dollars were going into CapEx that needed to be spent on these data centers. And there was no evidence of significant revenue to justify that spend. Where was the ROI?
They clearly were making this case that AI was this big bubble and that there’d be no payoff or justification for this massive CapEx that’s being spent. And I think we’re starting to see here there is justification for it.”
According to Sacks, Anthropic primarily generates tens of billions of dollars in revenue from Claude’s ability to write code. He believes that the firm is set for an exponential growth trend as AI agents take over enterprise workflows.
“We’re seeing it just in this one vertical of AI, which is coding. We’re again seeing the fastest revenue growth in history. It’s utterly unprecedented. This is just one category or vertical of AI. We know that agents are coming next, and the enterprise adoption of that is going to be absolutely massive.”
Anthropic is expected to debut in the public markets this year. It is currently valued at $380 billion.
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