A round of applause for everyone whose accounts were banned—you’ve made an indelible contribution to Anthropic’s push for a trillion-dollar IPO. 🫡
Anthropic’s recently published prospectus contains a darkly hilarious joke:
In the first three quarters of this year, 5%–7% of its revenue (about $1.65 billion to $2.31 billion) came from customers who paid, were then “found to have violated the rules,” and got banned.
And speaking of bans, how much of that “hard-earned money” came from people in China buying Pro/Max subscriptions and topping up their API credits? We all know the answer.
This is the ultimate business loop. You spend money helping it hit its IPO targets, and in return it tells you, “Your account has been deactivated”...
Anthropic has also updated its “Supported Regions Policy” on its website. The new version takes effect on November 12, and it’s even more explosive.
The updated policy explicitly states that the following situations all count as use from an unsupported region:
First, individuals located in unsupported regions, including users and employees of supported entities.
Second, entities registered or headquartered in unsupported regions, along with their users and employees, regardless of where those people are located.
Third, entities majority-owned or controlled, directly or indirectly, by individuals or entities from unsupported regions, along with their users and employees—again, regardless of where they are located.
At this point, they might as well just say outright that it’s completely unavailable in China.
Anthropic’s recently published prospectus contains a darkly hilarious joke:
In the first three quarters of this year, 5%–7% of its revenue (about $1.65 billion to $2.31 billion) came from customers who paid, were then “found to have violated the rules,” and got banned.
And speaking of bans, how much of that “hard-earned money” came from people in China buying Pro/Max subscriptions and topping up their API credits? We all know the answer.
This is the ultimate business loop. You spend money helping it hit its IPO targets, and in return it tells you, “Your account has been deactivated”...
Anthropic has also updated its “Supported Regions Policy” on its website. The new version takes effect on November 12, and it’s even more explosive.
The updated policy explicitly states that the following situations all count as use from an unsupported region:
First, individuals located in unsupported regions, including users and employees of supported entities.
Second, entities registered or headquartered in unsupported regions, along with their users and employees, regardless of where those people are located.
Third, entities majority-owned or controlled, directly or indirectly, by individuals or entities from unsupported regions, along with their users and employees—again, regardless of where they are located.
At this point, they might as well just say outright that it’s completely unavailable in China.
