Anthropic enterprise share is pretty significant - on order of 30%. I think at this time it's pretty significant.

I am expecting AI companies to start using ads, it's inevitable as they need to make money at some point and $20 a month won't do it.

For ads the number of users is the main thing - the more users you have the bigger the market and more money you could earn. Google desperately needs to be in this space, that's why they are throwing a ton of money on AI.