Thread

1. jameskilton · 1790640621 · focus · HN ↗

   > Anthropic said nearly a quarter of its revenue came from two customers last year, and as part of its risk factors, warned that many of its largest clients were not locked into long-term contracts and could cut or stop spending.

   1. sarjann · 1790641553 · focus · HN ↗

      Is it possible those are cloud providers? Someone using Claude on google vertex might just switch to Claude on AWS or Anthropic. Also I don’t imagine cloud providers suddenly cutting the cord.

      1. wmf · 1790646125 · focus · HN ↗

         I would assume clouds count as resellers not customers.
   2. Aboutplants · 1790641633 · focus · HN ↗

      One of those customers is the US government, I wonder who the other one is

      1. throwaway81348 · 1790641712 · focus · HN ↗

         Likely Meta
      2. elzbardico · 1790641876 · focus · HN ↗

         Nah, more probably some VC backed coding tool startup.
      3. datadrivenangel · 1790641946 · focus · HN ↗

         Probably cursor.

         1. trollbridge · 1790642818 · focus · HN ↗

            No.
      4. smb06 · 1790648406 · focus · HN ↗

         I'm guessing XAI

         1. atwrk · 1790674643 · focus · HN ↗

            Why xAI? They have no market share and their own data centers are over 90% idle/rented out to the other AI shops, so it's more likely that the money flows in the opposite direction.
      5. enjoyyourlife · 1790656767 · focus · HN ↗

         Amazon is my guess
   3. pier25 · 1790894137 · focus · HN ↗

      There's no moat

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