Businesses that are already in conversations about building partnerships and training with Anthropic.

The real revenue that foundation model companies like Anthropic, OpenAI, Google DeepMind, and others generate comes from enterprise deals with a smattering of government - not consumer.

Consumer usage is largely a loss leader used as a training/refining tool, and it's best to view the economics of foundational model providers through the same lens you would a hyperscaler.

A major component to AWS's rise was the ecosystem built around training and teaching how to use the AWS ecosystem thanks to the AWS certification program. Same for K8s via the Linux Foundation.

By building a partnership and training motion, Anthropic can get the WITCHes, Deloittes, PWCs, Accentures, KPMGs, and others to start offering turnkey services, which is why Anthropic has been working on building co-sell relationships with those kinds of companies.