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Anthropic’s $1B to $19B growth run: how Claude became the fastest-growing AI product in history | Amol Avasare
N/A
2026/04/05
📝 AI
总结
🎼A lot of companies claim to be the fastest growing companies of all time. Anthropic actually is. You guys were at a billion A R at the start of 2025. The last number I've seen is $19 billion Ar R. That's 1 to $19 billion in 14 months. Hisically, we were very much the smallest, least well fundunded playoff in this space. We didn't have the free cash flow or the distribution of a Me or Google. We didn't have the first move advantage of an open AI. It's a complete miracle that we've gotten to the stage that we have. Give us just a.Ls of what is like to be leading growth inside of anthropic. the hardest job I've had in my life to come into anthropic. You need to understand that 50,60,70% of how you operate in the past, just throw out the door. One of the cleverest growth moves you all made was this idea of importing memory from GGPT activation is a really big challenge in AI. We are starting to look at how do we automate growth. Our growth platform team is driving this effort. good cash, which is called accelerate sustainable.🎼For growthrow, How can we use cord to automate growth experimentation, And it's delivering results. You're basically living in the future. And we always talk about the exponential. The product value that we will deliver in two years time is probably like 1000 X. What it is today. The funniest thing is, I've noticedicing term, linear charts are just not cool. Everything is log linear. just show me log linear scale.Today, my guest is Amol Easari. Amol is head of growth at Anthropic, which is on the most unprecedented growth run in history. In the past 14 months, They grew from 1 billion to over 19 billion in annual recurring revenue. Just in the past few months. Their revenue doubled. They've been growing 10 X year over year, This is unheard of at the scale. By the time this episode comes out, their revenue will be even higher to put this scale in perspective. Companies likelassian and.😊🎼Halent here and Snowflake, which have been around for 15 to 20 years. each due something like 4 and a2 to 6 billion in A R R. Anthropic is adding this fl AR R every few months. And if that isn't interesting enough to you, A mole who leads growth at Anthropic is an incredible human. He previously LED growth at Merrcury and master class before that he was a founder and an investment banker and most interestingly, something that most people don't know about him. is that Am mo suffered a severe brain injury. He had to spend.In9 months, relearning how to walk and work and just not be nauseous all the time. He shared this story in a guest post in my newsletter a number of years ago. We actually chat about this during the conversation. These are my favorite kind of conversations. because Aolle and his team are living in the future. And he's come to tell us where things are heading and what's going change. And in this episode, Ale shares an unprecedented look at how a company like Anthropic operates and grows, including how they think about growth, What parts of the job they've automated the future of the.🎼Product and growth roles. How mo got the job in the first place by cold emailing my Krieger and so much more. A mole is wonderful. And just try to count the number of times that he blew my mind during this conversation. Before we get into it, don't forget to check out Leny's productpas dot com for an incredible set of deals available exclusively to Lenny's newsletter subscribers with that. I bring you a mole of ari.A all, Thank you so much for being here. and welcome to the podcast. Let to be here. Head of growth at Anthropic. No big deal. I've had a lot of people come on this podcast from companies that claim to be the fastest growing companies of all time. And Anthropic actually is. If you look at the trajectory. I just have some of the numbers here. just so people understand how absurd. This is. So you guys were at a billion Ar at the start of 2025. then hit something like 4 billion mid 2025.😊Then 9 billion A R at the end of 2025.And the last number I've seen is you guys are at 19 billion AR R.Which just to put a couple pieces of context here, one is that's from $1 to $19 billion in 14 months.I have so many questions.First of all, the story of how you actually landed this role is really interesting. Talk about how you, how you got this role. Yeah, it's a little unorthodox. So it's funny when I, when did my onboarding, they, they walked through what percentage of the cohort came through referrals, What percentage came through applying on the website. What percentage came through sourcing. and I was on none of those. And I was like, okay, this is interesting. And basically, the way that I got to Anthropic was that I was actually a user of.And I was using a lot of like, and these guys, like great product, great company. But they, they really like, obviously don't have a growth team. And what I did was I just sent Mike Krieger a cold emails. He was a chief product officer. I send him a cold email saying like, hey...(已截断)