“200 customers in 2024 end of year, 1,500 end of 2025, and at the end of September, 11,900 customers spending $100K or more.”
Claim: Anthropic's customers spending $100k+ a year went from about 200 at end-2024 to 1,500 at end-2025 and 11,900 at the end of Sep 2026.
Evidence. The S-1 reports more than 11,900 customers above $100k of trailing-twelve-month revenue as of 30 Sep 2026. Analysis of the filing puts the end-2025 count at about 1,500 and says the count roughly doubled in Q3. The end-2024 figure of 200 was not found in the filing excerpts reviewed.
Latest figure verified; earlier counts only approximately. His follow-on estimate that Anthropic is about 1% penetrated is his own analysis and not rated.