So, your link shows that they probably have like $1 billion in sales per month (but they publicly overstated this by 30%), and that's the struggle to find customers?

There are tons of posts and reporting about Anthropic's problems with meeting demand, usage limits (on paid plans, especially during peak hours), fast growth (your link confirms that), and problems with infrastructure.

Some links:

https://uk.finance.yahoo.com/news/anthropic-throttles-claude...

https://techcrunch.com/2026/03/28/anthropics-claude-populari...

So the takeaway here is that they scaled to just over $5bn instead of $6.6bn in revenue in just a few years…? Still sounds like plenty demand exists?