If true, it is a huge blow to Anthropic’s revenue stream. IIRC it was reported that the quarter of their revenue comes from just two clients and as the ex-Meta guy who left this July, I am convinced that Meta must be one of the two.

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simonw 3 hours ago | parent | next [-]

That was 2025. In 2025 a quarter of their revenue came from two customers, and those customers were GitHub Copilot and Cursor.

In 2026 their revenue has gone up by a factor of more than 10x, and they no longer have just two whale customers.

I heard a rumor recently that customers spending less than $100m/year aren't even considered their "top tier" now.

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shakna 2 hours ago | parent [-]

We know the 2025 revenue numbers from Anthropic's leaked prospectus.

Where are you getting the 2026 figures from? The Bloomberg article that was "on track to generate" and just prediction?

	▲	simonw 2 hours ago \| parent [-]
		The 2026 figures have been coming out all year. I collected some of them here: https://simonwillison.net/2026/May/29/anthropic/ and https://simonwillison.net/2026/Aug/23/anthropics-best-ai-mod... The most recent reporting from Reuters themselves (somehow not included in their more recent article about the IPO stuff): https://www.reuters.com/business/anthropic-ipo-valuation-hin... > The company's financial trajectory already shows how quickly that equation is changing. Anthropic's revenue run rate was about $9 billion at the end of 2025, according to the company, before rising to more than $47 billion by May. Anthropic has projected revenue of at least $10.9 billion for the second quarter of 2026, more than double the previous quarter, on track for its first quarterly operating profit of $559 million. Here's the FT: https://www.ft.com/content/4564e6a5-69e9-40a6-bf0f-a888f2f4f... - "Anthropic tells investors it will be profitable for second straight quarter" > The company has told a small group of shareholders that its adjusted operating income will be positive for the second consecutive quarter, according to multiple people with knowledge of the matter. These are leaked and self-reported numbers, but no matter how much skepticism you pile on them it still looks likely that Anthropic in 2026 have had some of the fastest revenue growth of any company in history.

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JacobAsmuth 2 hours ago | parent | prev | next [-]

They're limiting it to $10,000 per employee per month.

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binlog 3 hours ago | parent | prev | next [-]

Meta was #1 by far

	▲	3 hours ago \| parent \| next [-]
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	▲	watwut 3 hours ago \| parent \| prev [-]
		Well that explains the limitation.

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gloryjulio an hour ago | parent | prev [-]

There is a conspiracy theory that the tokenmaxxing period was anthropic/openai ipo play. They do the tokenmaxxing to revenuemaxxing first, then time the ipo window to show they had the the huge growth to justify their price tag.

However Elon was able to ipo before them which took a lot liquidity of the market. Their financials are exposed. The market condition and sentiment now is in the gutter. It would be very interesting to see how these would pan out