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I think one thing that could explain it is that some of the big tech companies might have been big customers of theirs, and now they have alternatives that, according to recent news, their employees are being pushed to use instead. Some of those reports mentioned internal usage getting cut in half. If this is true, it doesn't necessarily mean their growth has stalled.

Discussed here a few weeks ago: https://news.ycombinator.com/item?id=49997161

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Employees were and are pushing for more model and harness diversity too I promise.

But perhaps for different reasons than Microsoft, Meta, and maybe Adobe leadership are now. See, if they are all in on Claude how do they sue Anthropic for assisting in copyright violations and IP theft? The services would be cut immediately.

Well when they don't need them anymore..

This is why Anthropic is heaping on more and more model restrictions running up to IPO. I believe it's a smokescreen for the IP risk they outlined in their IPO filing..

The mental gymanaatics here is crazy

1) customer concentration risk 2) when those customers use a diverse set of models - so too will the rest - they’re not idiots who want to pay more than they should

Aka % growth rate decreasing sharply and eventually flattening out. Within 2-3 quarters.

Understood?

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