Anthropic filing: restricted customers (likely Chinese distilling) ≈5-7% of revenue
StewartalsopIII · x · 2026-11-15
- A screenshot from an Anthropic disclosure shows that revenue from customers it restricts or terminates — widely read as Chinese "distilling" usage — represented approximately 5% to 7% of total revenue for the nine months ended September 30, 2026, roughly on the order of $2B.
- The filing notes Anthropic warns customers before restricting or terminating access, and that the estimate requires judgment and may shift as detection methodologies evolve.
- If accurate, walking away from this revenue is a deliberate and surprisingly large cost of its safety/compliance stance. Unverified secondhand framing; check Anthropic's official filing for exact wording.
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