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Anthropic's growth rate is insane, ARR has increased fivefold in one year
过去一年，Anthropic 可能是整个 AI 行业里最值得研究的一家公司。今年开年，它创造了人类商业史上最快的爆发性增长：ARR 从 9B 增长到 45B，如果算力供应跟得上，大概率年底 ARR 到 100B，明年到 200-300B，直接和 Meta 的体量拉齐。在 secondary market 上，它现在的估值已经摸到 1 万亿美金，反超了 OpenAI。
我们花了不少时间研究 Anthropic 是怎么后来居上的。最后落下来，要理解这家公司，核心是理解两个点：一个是战略判断，一个是组织文化。
大家对此应该已经有了很多片段式的了解，但并没有一个完整的