A Tale of Two Anthropics
I spent Wednesday at an event space in East London packed full of developers. The occasion was Code w/ Claude: Anthropic’s first developer-focused event in Europe. It felt like a victory lap for a company that is reportedly now raising funds at a $900 billion valuation—a number that, if accurate, would surpass that of key rival OpenAI. Behind Anthropic’s meteoric rise are the developers who thronged the London hall this week, eating free lunch and dinner, and accepting complimentary mini computers. These power users spend far more money on Claude than the average person. In other words, they are Anthropic’s lifeblood, and the company has an incentive to keep them coming back for more.