Wasn't their previous revenue increase more than twice as big?

That would very much not be great for Anthropic, they need to be accelerating growth to keep valuation, doubly so as interest rates on corporate bonds continue to rise.

It’s actually not great, that’s a slowdown

The corporate partners, who are also often investors, and have an interest in ensuring the world sees genAI as utterly required.

Microsoft, SK Group, Meta, Google, Oracle, etc.