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