$ANTHROPICđLadies and gentlemen, the market is constantly fixated on the noise from OpenAIâyet turns a blind eye selectively. In Anthropicâs Q2, revenue hit $11.5 billion, up 14x year-over-year. ARR has already surpassed $65 billion. Enterprise market share is 32%, exceeding OpenAI for the first time. Joint venture Ode today acquired Casper Studios, further strengthening enterprise-side deployment. In Q2, it already achieved an initial operating profit of about $559 million. A $965 billion valuation is just the starting pointâan IPO at $2 trillion is now within the firing line. Right now is the institutional buy-sweeping window, with the first target at a $2 trillion valuation. Can it still go down? I donât believe it! upâď¸
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