Matt Freeman

I heard like 200 million.

Yeah.

They made $10 billion last year, so.

I think it's number one overall, actually, currently.

That's awesome.

Yeah, it's better than 100 Super Bowl commercials, right?

Like, I think last month they were like 136th or something, and now they're first.

So, I mean, the interesting story, right, like positioning-wise, is like Anthropic is not even trying to be the main consumer LLM.

They're trying to be the enterprise LLM, which I think is just strategically obviously the best move.

Like, the consumer market is only, you know, one account for every person, right?

And if, you know, if ChatGBT already has

a billion users or so as as they claim that's kind of everybody i mean i know there's seven billion people but that's kind of you're close to maxing out right but anthropic by going for enterprise like there's there's sort of not an upper limit to enterprise it's like every company isn't just going to have an enterprise account they're going to use it to the maximal extent that they can use it and pay for that usage and especially as it becomes smarter and more capable um

it's going to become bigger and bigger and bigger.

Like it's, it's a insanely good play.

You know, it's going to be a really dramatic next week as we see, you know, are they going to take a massive hit here?

Are they going to have people cancel contracts?

Are they going to, it's possible that they'll die, but I think on the scope, like, okay, predictions wise, I think it's more likely that the DOD just quietly retracts their, their,

Yeah.

Hegseth just posts, I am, I am declare, I'm instructing the Department of War to declare anthropic supply chain risk.

Everybody, you know, exploded.