I legitimately think Anthropic is worth $100B more than it was a week ago

A week ago I put out a first-day IPO market cap forecast for Anthropic with a reference point of $19B ARR. Then Anthropic announced their ARR had grown from $19B to $30B. I updated my forecast and now think Anthropic is worth at least $100B than I did a week ago. I'm still anchoring growth rate assumptions to how companies have historically scaled revenue, but if growth trends from the last four decades were to continue, this would imply a company growing faster than any company in history (~$10B in 2025 to ~$100B by 2027.) Previously, I thought OpenAI could achieve that.