SemiAnalysis estimates ~90% of Anthropic's business comes from agentic
SemiAnalysis estimates ~90% of Anthropic's business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients
TL;DRAnthropic's revenue heavily concentrated in agentic AI and just two major customers.
Why it matters: Extreme customer concentration and unpredictable usage costs create IPO risk and may force AI pricing model overhauls.
Anthropic says Claude for Government is now generally available
TL;DRAnthropic's Claude AI is now available to U.S. government agencies, with new developer and Office tools in early access.
Analysis: Google, Apple, and Amazon each have more meetings
TL;DRBig US tech firms lobby EU officials more than European companies do.
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