Anthropic's growth just flattened

Anthropic's revenue growth, while still substantial, showed signs of flattening in Q3, reaching $16.8 billion. Although the company achieved a sequential gain, the absolute dollar growth was smaller than in Q2, which saw an $11.6 billion revenue. This slowdown, with a 45% sequential increase in Q3 compared to 141% in Q2, suggests that the rapid expansion of AI services may be moderating, potentially impacting the valuations of related "neocloud" providers.