Investor sees long AI growth as Anthropic files for IPO

Portfolio manager Lori Keith said AI is shifting from pilot projects to measurable economic value as Anthropic files for its IPO. Nearly 12,000 Anthropic customers spend at least $100,000 annually, up from about 950 a year earlier, and more than 1,900 spend at least $1 million. One customer accounted for over 10% of revenue as of June 30.

• Nearly 12,000 customers spend $100,000+ a year, up from about 950
• More than 1,900 customers spend at least $1 million annually
• One customer accounted for over 10% of revenue as of June 30
• Engineering and coding lead adoption; customer service is broadening