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Anthropic’s revenue has surged from $7B to over $19B

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largely fueled by the popularity of Claude, which now makes up about 70% of U.S. business spending on AI chat subscriptions.

Growth accelerated after Anthropic cut ties with a U.S. defense entity, triggering backlash against OpenAI (“QuitGPT”) and boosting Claude’s app downloads to No. 1.

The big question is whether this momentum can help Anthropic seriously rival OpenAI.

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