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Anthropic's revenue run rate hit $30 billion in early April. That's a 30-fold increase from January 2025. The company has now surpassed OpenAI's reported $25 billion run rate. Every dollar flowing to AI is a dollar not flowing to crypto.
Anthropic serves over 1,000 business customers, each spending $1 million or more per year. Broadcom confirmed a deal to ship 3.5 gigawatts of computing capacity for Anthropic.
Venture capital faced a hard choice: fund blockchain experiments or fund AI companies growing 30 times per year. AI is winning that fight.
Watch whether Anthropic's growth rate holds steady or flattens, and whether that shifts venture capital back toward crypto ventures.
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