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What if the AI line just keeps going up? - by Jesse

pathgolden.substack.com · 1,262 words · saved by 1 readers

We are not even remotely prepared for this scenario

What if the AI line just keeps going up? We are not even remotely prepared for this scenario May 11, 2026 30 4 3 Share Earlier this week I posted this graph to X, the everything app: This graph shows the growth of the AI company Anthropic’s annualized revenue run-rate (ARR) over time. For context, ARR is a measure of the company’s current revenue per unit of time, extrapolated out to a year. I should say this isn’t really my work, I just took existing data from Epoch AI and added the most recent reported data point. The only other change, which I did mostly as a fun piece of bait, is to change

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