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Vishu Bheda
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Medial • 1d
𝗶𝗳 𝘁𝗶𝗺 𝗰𝗼𝗼𝗸 𝗵𝗮𝗱 𝗮𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝗮𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 𝗶𝗻 𝗲𝗮𝗿𝗹𝘆 𝟮𝟬𝟮𝟰 it would've been the tech play of the decade. but now? it’s too late. anthropic’s already exploded. from $1B to $3B revenue in 5 months. that’s not growth. that’s warp speed. and the engine? enterprise ai + code generation. this isn’t some niche ai startup. anthropic is doing what openai did — just faster. 300% revenue jump in 8 months = ~500% annualized. same playbook. different outcome. by march 2025, they were worth $62B. but that number’s outdated by the time you’re done reading this. this isn’t a race anymore. this is a regime shift. anthropic, openai, and xAI aren’t just building ai tools — they're building the next bigtech. full-stack ai companies from day 1. b2b, enterprise, biotech, education, even health — they’re coming for it all. apple’s too slow. google’s too safe. microsoft’s locked in. but anthropic? it’s lean and specialized. and here’s the scary part — they haven’t even started the real show yet. the ceo warned ai could wipe out half of all entry-level white-collar jobs. 10–20% unemployment in a few years. not a movie. not a tweet. an actual quote from a real office in san francisco. but even that’s not the plot twist. the twist is: this new class of ai companies might outgrow the old bigtech... before the old bigtech even finishes reacting.
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