Anthropic Crosses $100B Revenue, Weighs New Model and November IPO Amid GPT-6 Astra Pressure

Anthropic's financials have accelerated sharply: annualized revenue reportedly crossed $100 billion, up 50% in just two months, and the company has pushed its planned IPO to November. Against that backdrop, Reuters reports Anthropic is considering releasing a new model ahead of the offering, driven by investor scrutiny of whether OpenAI's GPT-6 Astra could seize enterprise market share — with one report citing Astra at 13% enterprise penetration.

The internal picture is striking. Anthropic disclosed that Claude now leads roughly 26% of its own AI research and development efforts, a data point that landed just five days after Amodei published an essay urging the industry to slow down. That juxtaposition — an accelerating deployment of AI in its own labs and a public call for deceleration — has fueled skepticism that the pacing debate is as much competitive positioning as genuine safety concern.

The safety questions are not abstract. Separately, researchers used Claude Opus 5 to perform the hard technical work in an exploit chain that compromised OpenAI staff systems, and Anthropic is reportedly evaluating next-model safety before any release. Forbes framed the Amodei-Altman-Musk pacing consensus as 'as much about safeguarding competitive advantages' as safety, and a lawsuit has been filed alleging the coordinated slowdown calls amount to illegal collusion between competitors. For Anthropic, the tension is acute: ship faster to defend enterprise share, or hold the line on the deliberate pace its CEO publicly champions — all while a November IPO raises the stakes on both revenue growth and safety credibility.