Big momentum from Anthropic as the startup says its revenue run-rate doubled thanks to stronger demand for its AI models. That’s a solid signal that businesses are actually writing checks for AI services and not just kicking the tires on hype. This matters far beyond one company. When a pure AI player shows real-world monetization and fast revenue growth, it makes the whole narrative feel more legit. Investors start to see AI as cash flow potential, not just buzzword tickers. Of course, rapid growth comes with cost and competition, $GOOGL, $MSFT, $NVDA, and others are all gunning in the same space. But a doubling run-rate at this stage means customers are spending, not just testing. Bullish if you’re thinking long term, but don’t sleep on margin pressure and big cap rivals pushing harder. This isn’t a sprint, it’s a marathon, and Anthropic just put a serious quarter on the board.