“There's about 1650 that spend between 1 and 10 million, and only 250 customers spend 10 million and more.”
Claim: About 1,650 Anthropic customers spend $1-10m a year and only about 250 spend $10m or more.
Evidence. The S-1 says that, as of 30 Sep 2026 (trailing-twelve-month revenue), Anthropic had more than 11,900 customers above $100k, more than 1,900 above $1m and about 250 above $10m. That leaves about 1,650 in the $1-10m band and about 10,000 in the $100k-1m band, as he says.
His 'about 40 million individuals and small businesses spending under 100K' is not in the filing excerpts reviewed and is not rated.