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Anthropic Just Hit $1 Trillion Valuation. Is the ARR Real? | Technologia Talks

April 20, 2026
3h 0m

About This Episode

One month ago Anthropic was valued at $380B. Now it's reportedly crossed $1 trillion — surpassing OpenAI's $840B. OpenAI's internal memo claims $10B+ of that ARR is inflated. If they're right, that's a third of what Anthropic told Google they were earning. In this short, Tadiwa and Elvis sort through the leap — whether a jump that big holds up without a new formal round, how the $30B ARR claim breaks if inflated, and why OpenAI making the accusation at this exact moment is worth second-guessing. For anyone trying to tell signal from leak-war in today's AI market. CHAPTERS: 0:00 - Anthropic Hits $1 Trillion 0:45 - $380B to $1T in One Month? 1:40 - Is Their ARR Actually Inflated? 2:25 - Why OpenAI's Accusation Is Suspect HOSTS: Tadiwa Mbuwayesango — Co-Host · Founder, LEARN-X Elvis Kimara — Co-Host · Founder, Throwly

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