Curious what Claude will recommend for cybersecurity.
" . . . This is Anthropic telling you they stopped competing with OpenAI on chatbots at the end of 2024. Jared Kaplan, their Chief Science Officer, admitted it publicly. They’re building vertical AI infrastructure across five high-margin regulated industries where GPT-4 wrappers can’t compete.
The numbers tell the story. Revenue went from $1B in January 2025 to $5B+ by August. $183B valuation. Claude Code alone generates $1B in run-rate revenue with 10x growth in three months. They did $9B+ in 2025, projecting $26B in 2026. Here’s the constraint nobody’s pricing in: Claude for Life Sciences launched in October with direct integrations into Benchling, 10x Genomics, and PubMed. Their Head of Biology said the goal is “a meaningful percentage of all life science work in the world running on Claude.” They’re not fighting for consumer attention. They’re embedding into the workflow layer where switching costs compound monthly. The DOE Genesis Mission partnership gives them access to all 17 national laboratories for energy and biosecurity applications. The cybersecurity team doubled Claude’s success rate on Cybench in six months. The audio team is building speech language models while competitors are still optimizing text. OpenAI is burning $74B through 2028 to own the ChatGPT interface. Anthropic is building the picks and shovels for regulated industries that require domain expertise, compliance frameworks, and enterprise integrations. MCP, Agent Skills, Claude Cowork. All open standards. Microsoft already adopted Skills in VS Code and GitHub. Cursor, Goose, Amp running on Anthropic infrastructure. GitHub Copilot’s default model is Claude Sonnet. They’re becoming the middleware layer that every AI application needs to touch regulated data. That ABCDE is a roadmap for vertical integration into five industries worth trillions. . . "
No comments:
Post a Comment