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@whstancil.bsky.social

So Anthropic makes money because its revenue grew 2.5 times since March, which… is it just that everyone uses Claude to code now? It’s become the second most vital coding utility after electricity? In that it? Someone explain like I’m five.

George Pearkes@peark.es

The unit economics here are frankly shocking they're so good. This is wildly stronger than I expected tbh.

Splainer (Material Conditions Acknowledger)

@splainer.bsky.social

No, plenty of businesses, some in tech, don't spend money on Claude. What happened in Q2 was: the peak of the "tokenmaxxing" craze; Anthropic's penetration finally matching OpenAI's; and Anthropic benefiting from the 5%–7% of revenue it got from distillation "attacks" it's now allegedly stamped out.

26/10/26, 7:45 pm1 repost0 likes

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