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

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

- Source: Rohan Paul
- Published: 2026-10-31T13:11:09.000Z
- Bad Influence: https://badinfluence.news/items/ldxdln12he704fgghgqi9udh9
- Original: https://x.com/rohanpaul_ai/status/2116518340294545805

## Summary

Chamath 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.

## Post

. @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)

[Video](https://badinfluence.news/api/img-proxy?u=https%3A%2F%2Fpbs.twimg.com%2Famplify_video_thumb%2F2116518213169381377%2Fimg%2F2c_3g9dM8L2hdJHo.jpg&mode=thumb&exp=1793664000&sig=270f990b493c7610)