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AI · epochai.substack.com · Saturday, 29 August 2026

The growth curve that breaks every tech rule: labs tripling at $40B+ scale

Epoch AI's numbers show both labs growing at rates that violate every tech precedent: OpenAI's revenue run rate tripled to over $40 billion in a year, and Anthropic reportedly hit $65 billion by July 2026 after tripling again in a single quarter. Together they're past $100 billion. That kind of growth is essentially unheard of for companies already making over $1 billion — and it's accelerating at a scale where most giants slow to a crawl.

Read the source: epochai.substack.com ↗In the 29 August issue →