Many large enterprises don't use Claude.ai. All their traffic goes through an internal gateway that routes to Bedrock. In addition, there is a whole ecosystem of LLM related infrastructure/tools deployed by "enterprise IT teams" where Anthropic barely has any presence.
But many do, so price them according to that. This is like saying "my office doesn't use Microsoft". Sure, lots don't. Lots do, no one is questioning that Microsoft has a very viable long-term market there.
Except that claude does not nearly have a dominant position with enterprises like Microsoft does.
For infra sure, but its dominance in other areas is quickly eroding. My org is super heavy Microsoft/Azure and we have all of their tools. Everyone making anything useful is using Claude + Databricks because it is a better experience for both builders and users by every measure and it isn't even a remotely close competition. Power BI and Copilot are a total wasteland. The only Microsoft program with any staying power is Excel.