This is not unexpected. Anthropic revenue growth is stalling. Ramp's AI index shows spend on Anthropic peaked in July 31. The spend in the last week of October is lower than last week of July -> https://ramp.com/data/ai-index?metric=token-spend&detail=mak...

Token volume is increasing though -> https://ramp.com/data/ai-index?metric=token-volume&detail=ma...

Companies are cutting down on AI cost (adding per person budgets, using smaller models). Anthropic has also been forced to reduce token prices due to competition.