Working Notes on Agent Systems/Brad Zhang

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Why is Anthropic's revenue likely to exceed US$30 billion in 2026? 💵 Because it did a lot of things two

Why is Anthropic's revenue likely to exceed US$30 billion in 2026? 💵 Because it did a lot of things two years ago that other companies will only start to do in 2026. In recent...

April 9, 2026 · 1 min read

Why is Anthropic's revenue likely to exceed US$30 billion in 2026? 💵 Because it did a lot of things two
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Why is Anthropic's revenue likely to exceed US$30 billion in 2026? 💵 Because it did a lot of things two years ago that other companies will only start to do in

  • In recent months, Anthropic has undoubtedly become a popular player in the AI ​​industry. Recall that ClaudeCode started the wave of client-side Agent CLI two years ago. This year, more major manufacturers and applications have begun to use CLI. This is a good way to integrate large-model intelligence. Many people previously regarded CLI as a product of ancient times. This is precisely where Anthropic is smarter than other major manufacturers. They have seen and touched the pulse of intelligence first. It is not whether people like it or not, but whether they like large models. CLI is undoubtedly very friendly to large models. It is a waste of computing power and time to analyze graphical interface information. Everything in the CLI world is digitizable, which gives greater convenience to language models. Moreover, CLI relies on mature operating systems and various reliable tools. Although this is a hot topic at the moment, this was already done by Anthropic two years ago, so they did not panic even if ClaudeCode was opened and open sourced.

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Why is Anthropic's revenue likely to exceed US$30 billion in 2026? 💵 Because it did...THESISWhy is Anthropic'srevenue likely toexceed US$30 billionin 2026? 💵 Because itSIGNALWhy is Anthropic'srevenue likely toexceed US$30 billionin 2026? 💵 Because itOPERATOR2026. In recentmonths, Anthropic hasundoubtedly become apopular player in theIMPLICATION2026. In recentmonths, Anthropic hasundoubtedly become apopular player in the
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  operator["2026. In recent months, Anthropic has undoubtedly become a popular player in the AI ​​industry. Recall that..."]
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