Brad Gerstner: Anthropic could *ADD* $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.”
@altcap:
“Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.”
@Jason:
“You're saying $100B to $300B, or $100B to $400B.”
Brad:
“Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B.
$200B of incremental revenue is incomprehensible in the history of Silicon Valley.”
@chamath:
“In the history of the world.”
Brad:
“Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here.
I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”