Financial Times:

SemiAnalysis estimates ~90% of Anthropic's business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients  —  Powerful AI tools burn through budgets, prompting a rethink of how the technology is priced ahead of frontier lab IPOs.

Financial Times:

SemiAnalysis estimates ~90% of Anthropic's business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients  —  Powerful AI tools burn through budgets, prompting a rethink of how the technology is priced ahead of frontier lab IPOs.

Source: TechMeme
Source Link: https://www.techmeme.com/261001/p9#a261001p9