Really? How much of anthropic's revenue is coming from API usage at public/retail rates (without discounts or credits)?
That information isn't public, but the closest we can get is from the S-1 telling us that for the nine months ending September 30, 2026, consumption-based (pay-per-token) revenue was $26.3bn, subscriptions were $6.9bn.
Page 140 of https://www.sec.gov/Archives/edgar/data/2130357/000162828026...
alt Hacker News
That information isn't public, but the closest we can get is from the S-1 telling us that for the nine months ending September 30, 2026, consumption-based (pay-per-token) revenue was $26.3bn, subscriptions were $6.9bn.
Page 140 of https://www.sec.gov/Archives/edgar/data/2130357/000162828026...