Anthropic's Platform Dilemma
Anthropic stands at a defining crossroads.
With $1.4 billion flowing from just two coding clients, Cursor and GitHub Copilot, the company faces a decision that will determine whether it becomes the AWS of AI or attempts something far more audacious: swallowing the entire coding assistance market.
The $1.8 Billion Question
The numbers tell a stark story: Anthropic's Claude API powers nearly half of the AI coding market through just two clients.
