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A comment on Anthropic reports $17B in Q3 revenue, commitments of $895B in revised S-1. Parent comment

Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by einszwei on Monday November 02, 2026 @10:44AM (#50338397)
Disagree on the tokenmaxxing end. People are still doing it (and I'd argue more people are doing it due to wider adoption). Its just that most low hanging coding adoption has reached saturation point very quickly (which is genuinely impressive).

Now, they need to unearth new use cases and saturate them to keep the momentum going. Its unclear if they have found these opportunities and can turn them into sustained growth.

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Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by diehunde on Monday November 02, 2026 @11:05AM (#50338814)
No they are not. Big tech companies started capping AI usages already and those are their major clients.
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Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by persedes on Monday November 02, 2026 @11:14AM (#50338991)
Yeah I think for the last 3 months or so, the only ones that are still token maxing are the ones on subscriptions.
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Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by simplyluke on Monday November 02, 2026 @12:33PM (#50340373)
Correct, and most every company is optimizing around model routing, with many including much cheaper open weight models.

Within large tech companies the era of "spend the most money on the smartest model running on its maximum effort, always" is dead.

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