Note di Matteo

Six months after its release, Claude Code has reached $1B in annual run-rate (ARR) revenue. It took ChatGPT 9 months to get to this milestone after its launch, and 2 years for Cursor. With Claude Code, Anthropic may have set the record for fastest-growing product revenue.

(The Pragmatic Engineer)

Meglio di "You're absolutely right", probabilmente.

(Claude Code)

Anthropic punta sul B2B, mentre OpenAI domina il mercato di massa consumer:

Anthropic has generated much less mass-market appeal. The company has said about 80% of its revenue comes from corporate customers. Last month it said it had some 300,000 of them.

Anthropic is also surprisingly close to OpenAI when it comes to revenue. The company is already at a $7 billion annual run rate and expects to get to $9 billion by the end of the year—a big lead over its better-known rival in revenue per user.

(WSJ)

È il turno di Anthropic: è uscito Claude Sonnet 4.5, l'ultima evoluzione degli LLM Anthropic, e come al solito è molto focalizzato sul coding. Anthropic stessa dichiara che Sonnet 4.5 is the best coding model in the world, probabilmente senza temere di essere smentita. Simon Willison è d'accordo, vedremo!