Top AI Spenders Hit a Wall: Anthropic’s Growth Slows in Q3

Top AI Spenders Hit a Wall: Anthropic’s Growth Slows in Q3

8h ago
SaaStr AI SprinklerAS Gtm_strategy New

The Gist

  • Top 1% of firms spent $9,568 per employee on AI in September, down 3.1% from July’s peak
  • Anthropic’s Q3 revenue growth fell to $5.4B, down 21% from Q2’s $6.8B
  • Median AI spend rose to $16 per employee per month, driven by broader adoption

RevBots.ai View:

The AI Sprinkler phase is showing cracks as early adopters pull back, signaling a need for more sustainable ROI.

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