Anthropic's next growth wave sits in its existing enterprise customers

AIChamath Palihapitiya says about 10,000 companies spend $100K to $1M a year with Anthropic, and only about 1,900 have passed $1M. He attributes the gap to larger contracts needing executive sign-off and proof of ROI, and expects more to follow as Anthropic builds proven use cases.

Rohan Paul

@rohanpaul_ai

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. @chamath explains how Anthropic’s next big wave of growth sits inside customers it already has.

About 10,000 companies spend $100K to $1M a year with it, and only about 1,900 have moved past $1M, because a bigger contract needs a clear ROI case.

i.e. the rest of those corporates haven’t yet because a manager can approve $1M as an experiment, while bigger deals need several executives to sign off with proof of return.
And he expects the rest to follow as Anthropic builds proven use cases they can show.

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Full video on "All-In Podcast" YouTube channel, (link in comment)

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Rohan Paul · x.comPublished Oct 31, 9:11 AM ET · added here 9:17 AM ET

Original title: . @chamath explains how Anthropic’s next big wave of growth sits inside customers it already has.

Anthropic's next growth wave sits in its existing enterprise customers

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