Anthropic's S-1 is out. 5 metrics that stand out: #1. 900% Net Revenue Retention Usage customers are spending 9x what they spent a year ago. ~250 customers now pay $10M+ a year. That's labor budget, not software budget. #2. Compute fell from 201% of revenue to 55% in a year
Claimed Anthropic S-1 metrics
The post claims Anthropic’s S-1 highlights 900% net revenue retention, about 250 customers paying $10M+ yearly, and compute costs falling from 201% to 55% of revenue.