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Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by weird-eye-issue on Thursday October 29, 2026 @04:53AM (#50286187)
Yeah I'd like to see a breakdown because I think there is a huge boom in single person subscriptions that is not sustainable long-term (they will churn high like consumer churn rates, not traditional b2b)
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by brookst on Thursday October 29, 2026 @08:30AM (#50287893)
They published the numbers. 83% of revenue is API rates, 17% is subscription (individual and small business).
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by weird-eye-issue on Thursday October 29, 2026 @10:25PM (#50299136)
Lots of end-user API usage is from consumers and small businesses though, like a lot of my business's users
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by queenkjuul on Friday October 30, 2026 @01:20PM (#50307097)
25℅ of all their revenue comes from just 5 companies

https://www.forbes.com/sites/fionariley/2026/10/26/top-surpr...

They are entirely living on enterprise API rates