anthropic has recently achieved insane pricing power, customers are now eating millions of dollars in claude costs (microsoft alone is spending $500M this year)

and its about to get even more astronomical:
> anthropic recently changed their pricing model from a flat fee to a usage-based model. pay-per-tokens-used
> as a result their ARR has skyrocketed to $45 billion, rev is now on par with openai
the customers? they're all-in:
> 1 company reported claude usage QUADRUPLED in last 3 months thanks to claude ai agents (this was from a single agent flow btw)
that same company boosted sales by $1M in a single quarter.
this is a shift most people havent caught on to yet. companies are becoming increasingly reliant on ai models to boost growth
the truest signal of this is agents btw. its going to drive this trend 10X larger than it is today.