What he means is the customers realizing they are spending too much on Anthropic.
He told me they are massively pulling back on the AI stuff.
Right now the lashback is about cost, because that's the most easily measured pain point.
Soon, we'll start seeing a deeper understanding of the quality issues. At that point, it's likely this whole experiment gets firmly put in a bin of the toolbox where it belongs.
Most people don't yet have mature enough setups to fully exploit that level of use.