man you’ve got to give it to anthropic:

- zero founder exits (all 6 founders still there)

- projecting $70B ARR by 2028, first profitable major AI lab beating OpenAI

- doesn’t need to turn on ads, enterprise rev supports them

- $500M from microsoft just to access claude

- $1T+ IPO this year

- meticulous focus on building elite products (claude code, cowork) instead of spraying money everywhere

- Claude code absolute cash cow, aiming higher with cowork.

- maintained #1 coding model despite competitors spending more on theirs

- support from google (owns 14%) amazon (20%) and NVIDIA ($5B)

if there is one company that has an obvious shot of building the future operating software of AI it’s Anthropic

claude code alone is showing us that software is just a commodity and the future is real-time generative digital experiences.

the coding models are magic and anthropic’s wielding the mother of all wands