Amir Efrati: Anthropic got more than $840M of Q3 revenue from customers distilling its models
Amir Efrati @amirX
Why it matters
First-hand figure from The Information’s executive editor on distillation revenue, and a report that some investors see $1.5T rather than $2T as the right valuation.
Summary
Posted Oct 15 (02:48 UTC): “now we know how much rev Anthropic gets from customers distilling its models: >$840m in Q3. given its overall Q3 performance, some investors think $1.5t is more appropriate mkt cap vs $2t that its bankers have wanted...” This is consistent with the 5–7% share in Techmeme’s headline (5% of $16.8B is $840M).
Metrics on 2026-10-15 via api.fxtwitter.com: 8,933 views, 64 likes, 7 reposts.
Archived text
now we know how much rev Anthropic gets from customers distilling its models: >$840m in Q3.
given its overall Q3 performance, some investors think $1.5t is more appropriate mkt cap vs $2t that its bankers have wanted...
