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Anthropic's IPO prospectus shows AI vision, surging costs

143 points · 150 comments · 6thbit

  1. DebtDeflation · · focus · HN ↗
    This is the part that really surprised me: "Anthropic said nearly a quarter of its revenue came from two customers last year".

    Who are these two customers? A quick Google search seems to indicate that Cognizant is their largest "enterprise" customer by number of seats, Microsoft is their largest API customer, and the $10B contract they recently signed with Meta is their largest contract ever. But those metrics don't necessarily translate directly into annual revenue.

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