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.

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