Key Points
Anthropic raised $65 billion at $965 billion valuation, surpassing OpenAI.
Run-rate revenue hit $47 billion in May 2026, up 47-fold from early 2025.
Claude Code product grew to $2.5 billion ARR by February 2026.
Anthropic holds 40% enterprise LLM market share, up from 24% in 2024.
Sentiment:POSITIVE (0.88)
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About Author

Danny Kontos
Co Founder
Danny Kontos has been a stock investor since 2007 and co-founded Meyka in 2023. He keeps a small, focused portfolio and only moves when the numbers are hard to argue with. He has waited years on a single position before. Before Meyka, he ran a web hosting company and a mortgage lending platform, so he knows what a well-run business actually looks like under the hood. This article did not come from a news cycle. It came from someone who has been watching this space for a long time.
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