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Luke and Ro covered this on the show today: "Meta and Microsoft, two of Anthropic's biggest corporate customers, are working to cut their employees' use of Claude..." "The number of employees using Anthropic's coding assistant Claude Code has dropped sharply by about [50%] recently." "You say to your mum: 'Mum, can we get McDonald's?' and they say, 'No, we have food. We have food at home.' That's basically the AI version." "We've got coding tools at home, guys. We've got AI-enabled coding…
ns123abc@ns123abc1d ago
Anthropic's message to investors: since january our arr has 7x'd from ~$9 billion to $65 billion. now around 6,000 companies are spending $100k+ a year on claude (up 4x from last year) and over 100 enterprise whales are now spending $10 million+ annually each microsoft cut internal claude spend by ~33% for employees but still pays us ~$670 million annually and copilot external customers are using claude even more meta cut internal claude code users by 50% but still pays us ~$105 million a month the "two customers made up 25% of our revenue" stat is from 2025, when we did $4.6 billion, so both were worth $1.1 billion combined, which is under 2% of our annual business today think about it
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