[lelanthran]

> I don't believe those figures. Perhaps we could discuss more if you linked the reports.

No report is going to help because there are no actual figures for token providers at the moment. We'll have to wait for them to IPO before we'll know for sure.

[throwaway041207]

And yet you are citing some concrete report you aren't sharing. The problem with your original comment is you scoped it to subscribers (which I assume is how this unshared report was framed). API billing for enterprises will far surpass that number in individual users. Claude Code is available at my org to every person employed here and that's just shy of 2k people, and I can say with confidence we are not 3% of Anthropics customer base alone.