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Truth

“Revenues at OpenAI and Anthropic have soared 3- to 8-fold during the last 6-9 months.”

By Cathie Wood (@CathieDWood) · Posted 30 Sep 2026 · checked 24 Oct 2026 · 70% confidence

What they posted

In 2007, yields were responding to speculation in housing, a non-productive asset, whereas today they are responding to capital spending, which has a huge “multiplier”. Revenues at OpenAI and Anthropic have soared 3- to 8-fold during the last 6-9 months! https://t.co/FV1KCVSLT5

Why it's Truth

Reuters, Bloomberg, FT, WSJ, and Quartz report consistent multi-fold increases in annualized revenue run rates for both companies over the relevant period (late 2025 to mid/late 2026), with primary context from company disclosures to investors and CFO statements; no Tier 1-2 sources contradict the scale of growth.

Sources