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.

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