In a recent legal filing, Anthropic said that its revenue "exceed[ed] $5 billion to date." @edzitron says other Anthropic statements indicate it was more than $6 billion and that "these two statements do not match up." But, um, $6 billion exceeds $5 billion? 
My guess is that Anthropic releases audited financial statements once a month or once a quarter or something, and the lawyers used the last official number, which was a few weeks out of date.
Also, check out this train wreck of a spreadsheet Ed made to estimate Anthropic's revenue for 2025. He doesn't count February 1-10, counts March 1-10 twice, counts August 21-October 21 as one month instead of two, and doesn't count October 21-November 1.
Ed claims he tried to compute Anthropic's revenue for 2025 and came up with $3.6 billion, suggesting some funny business. I made a new spreadsheet where I used his numbers but fixed the obvious errors (like treating August 21-October 21 as one month), and I got $4.3 billion.
If you change the August number to $500 billion (the average of Ed's numbers of July and September), then Anthropic's 2025 revenue is $4.5 billion, which is right in line with media reports.
BTW a source told Reuters that "the $5 billion figure refers to GAAP revenue generated from 2023 through to December 2025." Probably the lawyers gave the latest quarterly figure rather than trying to give an up-to-the-minute number. reuters.com/commentary/bre…
Anyway I mostly try to ignore Ed Zitron but people keep sending me his stuff. I wish more people understood how ignorant, innumerate, and sloppy he is.
We had a private email conversation last week where I pointed out some of the problems with his spreadsheet. He never responded, which makes me wonder if he actually cares about getting these details right.
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