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Anthropic Released a Upgraded version In its flagship artificial intelligence model on Monday, the open -AII, which is expected from the Open AI, gains new performance height in software engineering works as a AI startup race to maintain its dominance in the profitable coding market.
Latest Claude OPS 4.1 Model 74.5 % scored SWE BENCH ConfirmationA widely viewed benchmark that tests AI system’s real -world software engineering ability to solve. Performance crosses Openi O3 models 69.1 % and Google’s Gemini 2.5 Pro At 67.2 %, cement Anthropic’s prominent position in AI -powered coding aid.
Release comes like this Anthropic With the annual repeated income, has achieved amazing growth, which has increased fivefold 5 billion dollars in just seven monthsAccording to industry data. However, the company’s mature rise has created a dangerous dependence: API’s revenue is about only two users of its $ 3.1 billion in revenue – coding assistant cursor and Microsoft’s Gut Hub Coplotte – which jointly produced $ 1.4 billion.
“This is a very horrible position. The same contract changes and you are going under it,” Gallom LauredierSenior Product Manager in Lajtic, responding to detention data on social media.
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Both Openi and Anthropic are showing great growth in 2025, Openi has increased the AR double RAR from 6 billion to 12bn and Anthropic 5x 7 months in the last 6 months from B 1BN to 5bn.
If we compare the sources of revenue, the picture is quite interesting:
– Peter Gosteo (@Peter Gosteo) August 4, 2025
– Openi … pic.twitter.com/8oan1rsm9e
The upgrade represents the latest move of anthropic to strengthen its status before Openai launched GPT5It is expected to challenge the supremacy of the cloud coding. Some industry eyes questioned whether the time suggests a hurry instead of preparation.
“Ops 4.1 feels like a quick release to proceed with GPT 5,” Elike WelcanovComparing the unpleasant model with competitors in user interface tasks. The comment reflects speculation of the broader industry that Anthropic is accelerating its release schedule to maintain the market share.
How two customers generate half of API income of $ 3.1 billion of anthropic
Anthropic’s business model has become increasingly focused on software development applications. Of the company Claud code subscription serviceFor consumer projects, the price of $ 200 a month, compared to $ 20, has reached $ 400 million in annual revenue after doubled in weeks, which has shown hunger for AI coding tools.
“Claude code is making 400 million in 5 months which is basically no marketing spent, okay, okay?” The famous manufacturer Mouth nagwianHighlighting the organic adoption rate among professional programmers.
Well, the cloud code is making 400 million in 5 months which is basically no marketing spent, okay, okay? https://t.co/Hiy34qdluq
– Mouth Nutshewan (@Main Hagin) August 5, 2025
Coding focus has proved to be profitable but dangerous. While Open AI dominates users and business subscription revenue with wider applications, Anthropic has developed a commanding position in it. Developer market. According to the industry analysis shows that “each coding assistant cloud is defaulting 4 sunts.” Peter GosteoWhich detects AI company’s income.
Gut hub, who Microsoft received $ 7.5 billion in 2018Especially represents complex relationships for humanity. Microsoft owns an important stake in Openi, causing potential conflicts Gut Hub Anthropic relies heavily on models, while Microsoft has fought AI’s capabilities.
“I don’t – one of them is owned by a 49 % competitor … so there is a risk.” TouristReferring to Microsoft’s ownership structure, Business Fellow in trouble.
After AI Blackmail Test, the Claude’s Improved coding capabilities come with strict protective protocol
Beyond coding improvement, OPS 4.1 Improved cloud research and data analysis capabilities, especially in detail in tracking and autonomous search functions. This model maintains the approach to hybrid reasoning of the interstropic, which directly connects processing with expansion thinking capabilities that can use up to 64,000 tokens for complex issues.
However, the model’s progress comes with a protective protocol. Anthropic rated OPS 4.1 under it AI Safety Level 3 (ASL-3) frameworkThe company has applied the toughest position, which requires better protection against model theft and misuse.
The previous test of cloud 4 models was revealed about behavior, including blackmail efforts when AI believed it had been shut down. In controlled scenarios, the model is at risk that it will show personal information about engineers to maintain their existence, demonstrating the capabilities of sophisticated but potentially dangerous reasoning.
Protection concerns have not stopped the enterprise. Gut Hub reports that Cloud OPS provides 4.1 “Multi -file code” especially remarkable performance benefits “, while the Rockton group praised the model’s precision in” identifying unnecessary adjustments or identifying precise improvements within the larger code base without introducing worms. “
Openi’s GPT5 Why is Anthropic’s developer -based strategy
The AI coding market has become a field at a higher stake for billions of income. Developer products represent some clear quick requests for Generative AI, in which the benefits of measurement capacity justify premium prices for enterprise consumers.
Enathropic Customer Base, while profitable, can attract the big clients if competitors can attract big clients. The coding assistant market specifically supports the rapid model switching, as the developers can easily test the new AI system through easy API changes.
“My feeling is that the development of humanity is highly dependent on their dominance in coding,” Gosteo noted. “If the GPT -5 challenges, as the cursor and the gut hub are turning into a palt -open, we may see something reversed in the market.”
Competitive dynamics can intensify as hardware costs improve and improve diagnosis improvement, over time AI’s capabilities potentially commodities. “Even if there is no improvement in the model for coding from all AI labs, HW costs will result in a profit in ~ 5 years as a result of a reduction in costs and only INF reforms.” Venkat RamanAn industry analyst.
For now, Anthropic Keeping up its technical edge while spreading Claude code Subscripts to diversify beyond API dependency. The company’s ability to maintain its own coding leadership through the next wave of competition Open IFor, for, for,. GoogleAnd others will determine whether its rapid growth is underway or faces.
The stake cannot be high: anyone who controls AI tools that can eventually control the pace of technological growth itself. Silicon Valley’s latest winner in Tech All -Battle, Anthropic There is an empire on two users – and now it has to prove that it can maintain them.
