I thought I read somewhere that according to filings for going public, subscription revenue is tiny… like 5%.

Edit: consumer Claude subs are the 5%. I’d bet most all of CC subs lump in under enterprise.

  - API & Enterprise: 75% to 85% of total revenue.
  - Business Subscriptions: Roughly 10% to 15%.
  - Individual Subscriptions: About 5%.

The vast majority of my company's enterprise plan use is through Claude Code even though we have access to the API and could be using OpenCode instead.

I don't fully agree with the premise that they intentionally increase system prompts, but the enterprise plan usage is going to make that a huge income for Anthropic.