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I've been wondering about one thing and want to ask the big shots on Twitter:
Isn't it said that Silicon Valley tech companies have started to limit employees' token spend and are gradually shifting some demand to cheaper open-source and Chinese models? The Silicon Valley Token Expenditure Index has already turned downward, right?
Then how did Anthropic's ARR continue to increase in June? Is the ARR calculation lagging, or is per-person usage increasing regardless of corporate restrictions?
Thank you all.