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nine billion of ARR

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 23, 2026 by Lucas Swisher · across every show →

Everything said about nine billion of ARR, oldest first

Feb 23, 2026 neutral
Assertion Supported
Swisher: Cloud hyperscalers averaged 60% growth at $9B ARR scale
“At the same scale, the three hyperscalers on average, when they were nine billion of ARR, were growing 60%.”
Lucas Swisher Feb 23, 2026 ▶ 58:27 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
Feb 23, 2026 bullish
Assertion Supported
Swisher: Anthropic reached $9B ARR while growing 800%
“If you look at Anthropic, right, publicly available numbers, nine billion of ARR growing 800%.”
Lucas Swisher Feb 23, 2026 ▶ 58:20 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
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