. @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)