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All the programmers that work in companies with > 150 employees are forced into API pricing.

You could decide where most work.

I would just say don't underestimate how many consumer/one person companies/freelancers have a Claude sub right now. Especially with all the AI hype on social media its a real frenzy. Would definitely be interesting to see a breakdown. My company spends way more on the API we integrate into our own app compared to our Claude Code sub costs so that's why I was trying to make the distinction across different API usage

Our company doesn't integrate API at all. And we have claude code (obviously with API rates).

Yeah I'd like to see a breakdown because I think there is a huge boom in single person subscriptions that is not sustainable long-term (they will churn high like consumer churn rates, not traditional b2b)

They published the numbers. 83% of revenue is API rates, 17% is subscription (individual and small business).

Lots of end-user API usage is from consumers and small businesses though, like a lot of my business's users

25℅ of all their revenue comes from just 5 companies

https://www.forbes.com/sites/fionariley/2026/10/26/top-surpr...

They are entirely living on enterprise API rates

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