To Anthropic’s credit, it has been making inroads into the consumer market – with one of its fastest-growing segments being its “Max” subscription, priced at $200 per month. And Wong and Duverce both pointed to Claude’s coding capabilities as a differentiating advantage in the LLM landscape. Since its full launch in May 2025, Claude Code has already grown to over $500 million in run-rate revenue, with usage growing more than tenfold in just three months, according to Anthropic.
It’s still early days for AI technology, Giuseppe Sette, co-founder of AI startup Reflexivity, told me. There’s still no definitive winner among AI models, Sette believes, and Anthropic’s product performs very well in specializations such as coding.
But “the technological frontier is moving at a pace that we’ve absolutely never seen before,” Sette added. “Things are changing so fast that a burst of acceleration could put [Anthropic] at the forefront – or they could get left behind.”
-Christine Ji
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10-11-25 0800ET
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