Despite revenue growth of more than 1,000% year over year in Q2, Anthropic probably still has substantial room to expand its penetration of its total addressable market.

“Uh, but to me at least, what it demonstrates is they really haven't despite... I mean, despite the insane ramp in revenue, you know, growing over 1000% year over year in the Q2 quarter, there's probably still a, a lot of room left, um, for them to kind of continue to penetrate their TAM.”