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Menlo Ventures’ Matt Murphy explains why Anthropic is winning (and it’s not the model)
Disrupt 2026: OpenAI, Anthropic, Replit, and more take over 6 industry stages. 25% off tickets now Anthropic leaped to a $47 billion revenue run rate by May, compared to $9 billion in 2025.
Summary
Disrupt 2026: OpenAI, Anthropic, Replit, and more take over 6 industry stages. 25% off tickets now Anthropic leaped to a $47 billion revenue run rate by May, compared to $9 billion in 2025. It’s the kind of growth that Menlo Ventures’ Matt Murphy says he’s never seen in 25 years of investing, not in the internet wave, not in mobile, not in the first cloud boom.
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