重點導讀
Chamath 以 Anthropic 為例說明，未來的增長將主要來自於已有客戶的更大投入，而非新客戶的擴張。
- 客戶規模：約 10,000 家企業每年在 Anthropic 上花費 $100K–$1M，其中僅 1,900 家已突破 $1M。
Rohan Paul@rohanpaul_ai
·3 小時前
. @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.
---
Full video on "All-In Podcast" YouTube channel, (link in comment)
推文來源 · X (Twitter)在 X 參與討論
來源： Rohan Paul (x.com)
在 X 查看推文