Anthropic is now at $44B ARR, up from $9B in December. What if Anthropic completes the 10x two more years in a row? $100B this year end. $1T next year end. It’s already done it the 3 years prior. People may be failing to understand that AI really is on an exponential. We keep expecting it to end, but the signs aren’t there. What if things just continue?