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Curated tech Twitter/X posts on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
Press Space to continue
Press Space to continue
About 3,000 companies are paying Anthropic roughly $14 million a year each. The other 297,000 customers split what's left, around $35,000 apiece. That is what 80% from 1% looks like once you put dollars on it. Anthropic's run rate crossed $65 billion in July, about 80% of it enterprise, spread across 300,000-plus business customers. One percent of that base is 3,000 companies. Hand them 80% of $52 billion and each whale is worth roughly 400 of the average customer. Run the same math on OpenAI…
JUST IN: 80% of OpenAI and Anthropic’s enterprise revenue comes from just 1% of customers