| ▲ | SpicyLemonZest 12 hours ago | ||||||||||||||||||||||||||||||||||||||||
> (Also in Axios today is an anonymously sourced note that "An AI consultant tells Axios one of their clients recently spent half a billion dollars in a single month after failing to put usage limits on Claude licenses for employees" - times that by 12 and you get an extra $6 billion in annualized run-rate!) This one client, then, is 12.8% of Anthropic's run-rate revenue? That does not exactly fill me with confidence that it's a meaningful number. Doesn't this suggest run-rate revenue will fall off a cliff if Anthropic customers start applying cost controls? | |||||||||||||||||||||||||||||||||||||||||
| ▲ | vmbm 12 hours ago | parent | next [-] | ||||||||||||||||||||||||||||||||||||||||
Yeah, I think it is pretty obvious at this point that users have gotten over their skis a bit on the fixed rate plans. I suspect a lot of folks were playing around with agentic workflows on a $10-200/month plan and then started implementing them at their companies under enterprise accounts not realizing that API based billing would result in easily 10-100x the costs. Running hundreds of agents 24/7 is all fun and games when you can do it for beer money. Not as fun when it is super yacht money. As an anecdote, Github is changing their copilot plan to usage based billing next month. They released a tool that allows their users to estimate what their bills will look like under the new plan based on their past usage. There are some screenshots online from users showing their plans will go from $40/month to $3-5k/month. I imagine this is happening everywhere. These tools absolutely can do more than they were capable of just six months ago. But if the true costs are as high as it appears, folks are going to be much more judicious with how they use them moving forward. | |||||||||||||||||||||||||||||||||||||||||
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| ▲ | simonw 12 hours ago | parent | prev | next [-] | ||||||||||||||||||||||||||||||||||||||||
Maybe? We don't know if that Axios anonymous note is accurate, and we don't know how Anthropic are actually calculating annualized run-rate - I'm just guessing that they might be taking that monthly number x12. If they really did count that one customer as $6B it means they've gone from $30B in April to a mere $41B in May. | |||||||||||||||||||||||||||||||||||||||||
| ▲ | 3ff 12 hours ago | parent | prev [-] | ||||||||||||||||||||||||||||||||||||||||
lmao got him. im really not sure why he keeps parroting on about this. its all irrelevant frankly. companies play games. non-gaap revenue recognition, adjusted operating income.... boo-ya. wait for the somewhat official doc's to come out, then its worth talking about. | |||||||||||||||||||||||||||||||||||||||||
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