Anthropic's Tipping Point
Since Claude Code launched, Anthropic's adoption rate on Ramp increased from 4.42% to 34.44%. That's a 30.02 percentage point increase in 14 months.
5 Charts
• ModelsEconomics Of AI
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Explore unbiased, data-driven AI themes across the five-layer stack: applications, models, infrastructure, chips, and energy.
Anthropic's Tipping Point
Since Claude Code launched, Anthropic's adoption rate on Ramp increased from 4.42% to 34.44%. That's a 30.02 percentage point increase in 14 months.
5 Charts
• ModelsExplore unbiased, data-driven AI insights across the five-layer stack: applications, models, infrastructure, chips, and energy.
Anthropic
Since Claude Code launched, Anthropic's adoption rate on Ramp increased from 4.42% to 34.44%. That's a 30.02 percentage point increase in 14 months.
Anthropic
Anthropic reached $43B in annualized revenue in 37 months – since Claude launched in March 2023. $40B, or 93%, was added since Claude 4 launched.
AI Capital Expenditure
Based on the last-twelve-months revenue, the five hyperscalers generated $787,000 per employee on average. Meta led at $2.76M per employee.
AI Capital Expenditure
Based on last-twelve-months net profit, the five hyperscalers generated a combined $881,000 per minute. Alphabet led at $305,000 per minute.