Eric Siu says the filing shows existing customers spending roughly 9 times what they spent a year earlier, even as model prices kept falling. Another poster says the amended S-1 now commits Anthropic to keep selling frontier-model access after its 'Po...
VQV Signal
Update: Anthropic's amended S-1 shows net revenue retention near 900% and, per one reading, a commitment to keep sell...
Eric Siu says the filing shows existing customers spending roughly 9 times what they spent a year earlier, even as model prices kept falling. Another poster says the amended S-1 now commits Anthropic to keep selling frontier-model access after its 'Po...
Eric Siu says the filing shows existing customers spending roughly 9 times what they spent a year earlier, even as model prices kept falling. Another poster says the amended S-1 now commits Anthropic to keep selling frontier-model access after its 'Powerful AI' threshold is crossed; that is a poster's reading of...
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