OpenAI and Anthropic are believed to be making billions per month in revenue selling tokens to enterprises. It’s not that surprising for enterprise SaaS they would have individual customers making up ~1% of their total sales. Although, perhaps a bit more surprising those few customers are posting about it here.

Another interpretation would this is a counterfactual savings, like they previously paid $1M for y tokens, and now that tokens are cheaper they increased usage and paid $1M for 20*y tokens.