Dylan Patel

Anthropic have gone from like a billion or less of revenue to seven to eight.

It's the fastest revenue ramp we've ever seen for anything of this capacity.

Right.

I mean, like, you know, some of it's their own cloud code product.

Some of it's, you know, Cursor.

Some of it's GitHub Copilot, which also offers Anthropic models and has since the beginning of the year.

It's Windsurf.

It's all these different avenues to access.

And these companies aren't all doing the same thing.

There's tweaks and nuances to how they're doing things differently, but it's all code.

And in that sense, it's like if I had 30-year-old senior engineer at Google, and if I had infinite of those, all it costed was CapEx for chips, and the operational cost is actually quite low, then you could build businesses worth insane amounts.

you could have a replacement for the $2 trillion of wages that go to all the software developers in the world today.

Or rather, you could augment them and build twice as much or five times as much or 10 times as much if you could augment them.

Because these things don't just run on their own, right?

It's more like a force multiplier to the existing person.

So the value creation potential is there.

It's obvious if you've coded it all in your life.

I mean, it even works for VBA.

It's not that great for VBA.

So I know a lot of people in this audience probably