anthropicPOST
Filing: 5-7% of Anthropic revenue from banned customers
The author says Anthropic earned roughly $1.6-2.3B in nine months from banned violating customers, charged but not refunded, likely mostly Chinese users.
Eian
@EianLuArchived 19 hours agoOriginally posted 2026.10.27
Eian @EianLuOriginally posted 2026.10.27
看完 Anthropic 招股书，我沉默了！ 他们今年前 9 个月有 5%～7% 的收入，差不多16-23 亿美元来自被封号的违规客户，也就是钱照收、号照封、概不退款,这里面估计90%都是中国人贡献的😂 怪不得 8、9 月份那波封号潮那么狠，合着不仅我们贡献了 Token 消耗，连被封号的沉没成本都成了人家冲刺人类最大 IPO 的垫脚石 😂 当然，Opus 5.5 确实强的没边了，想尽一切办法也得用啊！
x.com/eianlu/status/2114962799768039915Archived 2026.10.28 10:13