Anthropic is experiencing explosive growth, with ~15x token growth in Q1 2026 and 10x annual revenue growth over 3–4 years.

Anthropic has risen from second place to first place in the AI race.

“Anthropic in particular has gone from second place to first place in the sort of in the race basically.”

Sandbox infrastructure companies E2B and Daytona are growing at least 50% month-over-month for over a year.

“They're growing at least 50% month on month every month for the last like year and or 18 months or so.”

Venture firms are now making billion-dollar investments in single companies, a scale previously unheard of in VC.

“Some of the venture firm willing to put 1 billion into some company >> is very unheard of in the VC business now it's happening.”

Anthropic deliberately focused on coding despite having raised less capital than rivals, and that strategy succeeded.

“Anthropic with having less capital raised said, "No, we're going to focus on coding." And they got coding working.”

At least one of OpenAI or Anthropic will be a $10 trillion company within 5 years.

“I could definitely see one of them being a 10 trillion company.”

Korgi spends approximately $400,000 per month on Anthropic and $0 on OpenAI.

“Given that we spend maybe like $400,000 per month on Anthropic and $0 on OpenAI at the moment.”

95% of people who have been given free AI tools are not willing to pay for them.

“95% of people who have been given the free iPhone are not willing to pay for it.”