Brad Gerstner sees Anthropic ARR tripling to $100 bn in 2026

Altimeter's Brad Gerstner predicts Anthropic could triple its revenue run-rate to $80-$100 billion in 2026. He cited its explosive growth from $9 billion to $30 billion ARR, stating Anthropic has overtaken OpenAI recently. Gerstner called this the largest revenue explosion in tech history.