Chamath 在 All-In Podcast 上解释 Anthropic 下一波增长来自已有客户：约 1 万家公司每年在其上花费 10 万至 100 万美元，仅约 1900 家超过 100 万美元。他认为更大合同需要清晰的 ROI 论证，经理可批 100 万美元做试验，更大交易则需多位高管凭回报证明签字，随着 Anthropic 积累可展示的成熟用例，其余客户预计会跟进。
. @chamath explains how Anthropic’s next big wave of growth sits inside customers it already has.
About 10,000 companies spend $100K to $1M a year with it, and only about 1,900 have moved past $1M, because a bigger contract needs a clear ROI case.
i.e. the rest of those corporates haven’t yet because a manager can approve $1M as an experiment, while bigger deals need several executives to sign off with proof of return.
And he expects the rest to follow as Anthropic builds proven use cases they can show.
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Full video on "All-In Podcast" YouTube channel, (link in comment)
来源：Rohan Paul · x.com