Goldman, a lead bank on Anthropic’s IPO, sees $685B in revenue by 2030
THE SO WHAT
A lead underwriter projecting $685B in Anthropic revenue by 2030 is less a forecast than a statement about how much wallet share they expect AI platforms to absorb. For operators, assume investor pressure will push labs toward aggressive monetization—usage-based pricing, upsells, and tighter ecosystem plays—plan your cost curves and exit ramps accordingly.
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