> Customers under $100K: ~40 million
All claude code subscribers are classified in this category it seems.
Total customers >1M trailing twelve month revenue: ~2150. I suspect a vast majority of their revenue comes from limited list of customers with >100M revenue.
So there are 10x more people who see more value in their netflix subscription than in a $20 claude sub, interesting
ChatGPT was first mover and has the non-engineering AI chat market. My teen kids say ‘Chat’ to refer to all of AI, and they mean ChatGPT. The rest might as well not exist to them.
Claude has done amazingly well in the SWE domain, because it’s often the best user experience. But most of the world is not HN.
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