> Anthropic said nearly a quarter of its revenue came from two customers last year, and as part of its risk factors, warned that many of its largest clients were not locked into long-term contracts and could cut or stop spending.
One of those customers is the US government, I wonder who the other one is
Likely Meta
Nah, more probably some VC backed coding tool startup.
Probably cursor.
No.
I'm guessing XAI
Why xAI? They have no market share and their own data centers are over 90% idle/rented out to the other AI shops, so it's more likely that the money flows in the opposite direction.
Amazon is my guess
Is it possible those are cloud providers? Someone using Claude on google vertex might just switch to Claude on AWS or Anthropic. Also I don’t imagine cloud providers suddenly cutting the cord.
I would assume clouds count as resellers not customers.