How does Anthropic print?
Mostly API. Claude seats sit on top. Less consumer habit than OpenAI.
A lab that sells the model into other products. The builder is the customer.
The mix
- APITokens into other products.70%
- Claude seatsTeam and enterprise chat.25%
- OtherEval and one-offs.5%
Who pays
Labs and enterprises calling Claude. Teams on Claude.ai.
Who builds
Research, alignment, and the API surface. Fewer consumer PM seats than a chat app.
