@gregisenberg: his takeaways from Anthropic's S-1

Greg Isenberg's quick read of the filing: about $6.6M of revenue per employee (his own arithmetic), customers spending roughly 9x more after a year, nearly half of revenue coming through cloud marketplaces, and a line saying the gap between what Claude can do and how widely it's used is one of Anthropic's biggest growth opportunities. We haven't checked each figure against the filing.

Why it mattersTwo lessons for service businesses: enterprises buy where their budget already sits, so get listed on the marketplaces your clients use; and that 'adoption gap' for dentists, landlords and plumbers is exactly the work trainers and consultants do.

Curated by Sara Simeone as part of our human editorial coverage. The original sources are linked below; curation is distinct from a Hype or Fact? assessment.

How we knowCompany figures are labelled as their own claims; anything we couldn't verify is labelled as a report or a claim.