Employers are reducing AI spending, not increasing it.
You're also assuming that basically the entirety of the market would go to Anthropic, rather than other providers, which makes no sense.
You are vastly over-estimating the market for AI. The extreme majority of people would never pay a dime for it.
n=1 but at $company we are already told to stop tokenmaxing and find cost savings for ai to the point of degrading user facing features (no loading llm generated content by default etc)
from here it looks like prices have to come down or demand will stall...