Executive Summary
Anthropic hit $14 billion annualized revenue in February 2026, growing from $1 billion to $14 billion in 14 months. OpenAI reached $20 billion run rate, scaling from $2 billion in 24 months. Brad Gerstner, investor in both companies, reports Anthropic generated $6 billion in February alone—more than annual revenue of Databricks and Snowflake combined. This validates the transition from experimental IT budgets to production labor augmentation. Meanwhile, Washington State's new 9.9% millionaire ta...
Key Investment Opportunity
AI Infrastructure Revenue Validation
Anthropic and OpenAI revenue scaling validates transition from experimental to production AI spending, supporting infrastructure investment thesis despite public perception challenges
...and 1 more investment opportunities
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