Simon Willison’s Weblog

According to a document that I viewed, Anthropic is telling investors that it is expecting a billion dollars in revenue this year.

Third-party API is expected to make up the majority of sales, 60% to 75% of the total. That refers to the interfaces that allow external developers or third parties like Amazon's AWS to build and scale their own AI applications using Anthropic's models. [Simon's guess: this could mean Anthropic model access sold through AWS Bedrock and Google Vertex]

That is by far its biggest business, with direct API sales a distant second projected to bring in 10% to 25% of revenue. Chatbots, that is its subscription revenue from Claude, the chatbot, that's expected to make up 15% of sales in 2024 at $150 million.

— Deirdre Bosa, CNBC Money Movers, Sep 24th 2024