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Anthropic S-1: 5–7% of revenue came from later-banned customers

The post says Anthropic's filing shows 5–7% of first-nine-month revenue came from customers later banned for violations, with 11.4 million accounts banned in H1.

Sigma

@Sigma_cccArchived 15 hours agoOriginally posted 2026.10.27

Anthropic S-1: 5–7% of revenue came from later-banned customers (image 1 of 2)

Anthropic S-1: 5–7% of revenue came from later-banned customers (image 2 of 2)

Sigma @Sigma_cccOriginally posted 2026.10.27

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Anthropic有5%到7%的收入，来自后来被封的客户。。 · 今年前9个月，5%-7%的收入来自后来被认定违规的客户；按前9个月约330亿美元收入算，就是16.5亿到23.1亿美元 · 上半年就封了1140万个号，8、9月查得更严，公司自己说这个比例以后会降 · 招股书没按地区拆分，但中国用户绝对占比九成以上钱收了，号封了，收入还留着——这哪是风控，这收创的太无耻了……

x.com/sigma_ccc/status/2115051348484116904Archived 2026.10.28 10:11