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)

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