Chamath 指出，Anthropic 下一波增长来自现有客户：约 1 万家公司每年在其身上花费 10 万至 100 万美元，仅约 1900 家支出超过 100 万美元。原因是 100 万美元级别的合同可由经理作为实验批准，更大合同则需多位高管签字并看到明确的 ROI 证明。他认为随着 Anthropic 积累可展示的成熟用例，其余企业会跟进。
. @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)
来源：Rohan Paul · x.com