Why Alphabet is the Winner from Anthropic’s Incredible Growth

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The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 8 April 2026

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and using Google Cloud. We also discuss the rumored foldable iPhone and Delta’s earnings. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Anthropic’s growth - Google’s big win - Foldable iPhones - Delta’s earnings Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Delta Airlines (DAL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Anthropic is one of the fastest growing companies in history, but there may be another
0:09.5	winner investors can buy right now.
0:12.4	Motley Full Money starts now.
0:14.1	Welcome to Molly Full, full money.
0:21.9	I am Travis Hoym, joined today by Rachel Warren and Lou Whiteman.
0:25.9	And guys, we got to start with Anthropic.
0:27.9	The talk of the week has been their announcement that they have gone from a $9 billion
0:32.7	annualized revenue rate.
0:35.6	Maybe not the best measure for revenue because it's not actually, but it kind of
0:39.6	gives you an idea how fast they're growing. So $9 billion at the end of 2025, $30 billion
0:44.1	at the end of the first quarter. Rachel, this is just absolutely insane growth from a company
0:49.9	at that scale. Yeah, that $30 billion run rate is actually just quite mind-blowing. I mean, you put that in perspective, Anthropic essentially tripled its business in just 90 days. I mean, we usually celebrate when a company doubles in a year doing it in a single quarter. I think it shows that at least for now, what many have framed is AI hype, if you will. It's turning into this massive enterprise land grab.
1:11.9	You know, this isn't just about startup growth.
1:13.8	This is, I think, very much a fundamental shift in how the enterprise world is adopting
1:18.4	AI across industries.
1:20.6	And I think something that Anthropic has really tried to put out there is very much this
1:25.1	kind of safety and reliability angle with businesses using
1:28.1	Claude, whether it's, you know, healthcare giants, tech companies, or otherwise. And I think
1:32.4	it's so doing, they've, you know, unlocked the corporate vault, so to speak. I think we're seeing
1:36.9	businesses are finally moving past the experimental phase, and they're putting massive budgets
1:42.6	behind these models. and that's creating
1:44.5	exponential tailwinds for Anthropics.
	...

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