alt Hacker NewsOpenAI and Anthropic are believed to be making billions per month in revenue selling tokens to enterprises. It’s not that surprising for enterprise SaaS they would have individual customers making up ~1% of their total sales. Although, perhaps a bit more surprising those few customers are posting about it here.
Another interpretation would this is a counterfactual savings, like they previously paid $1M for y tokens, and now that tokens are cheaper they increased usage and paid $1M for 20*y tokens.
A second angle on the counterfactual savings would be Luna telling them not to pursue a potential session with the expected/extrapolated (from which sessions they did ignore Luna on, e.g. just to keep efficiency statistics current) sunk costs at time of getting shut down used to derive the quoted number.