Anthropic raises $30B at $380B valuation

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Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> 7x growth YoY in customers who spend $100K+ annually; 500+ companies spend $1M+ & 8 of Fortune 10 now use Claude

> Claude Code (public May 2025) now at $2.5B+ run-rate revenue, ~2x since early 2026; weekly active users doubled since Jan

> external analysis estimates 4% (2x since early Jan) of public GitHub commits authored by Claude Code

> business subs also up 4x, enterprise accounts >50% of Claude Code revenue

> recently released Claude 4.6 & other 30+ other widely-loved features like multi-agent teams, Cowork, etc.

> Anthropic recently under scrutiny from the Pentagon over restrictive guardrails on Claude’s military use

> risking “supply chain risk” designation amid broader defense negotiations which could affect majorly their business & revenue in the coming months

> Anthropic (Claude): >80% programming + technology & minimal roleplay - chosen for structured reasoning, coding depth & enterprise reliability

> Google (Gemini): most diffuse mix (translation, science 10%, legal 5%) but coding lower (18%); used as general-purpose knowledge engine

> xAI (Grok): ~80% Programming for most of 2025; broadened after free distribution, now a mix of early developer core & later consumer influx through X

> OpenAI (GPT): shifted from science-heavy (>50%) to programming + tech (29% each) showing deeper integration into dev/product workflows; between Claude’s sole coding focus & Gemini’s generalist spread

> DeepSeek + Qwen (Chinese open-source): DeepSeek roleplay-heavy (>2/3) due to fewer content constraints; Qwen 40-60% programming from coder-focused positioning

> global hiring 20% below pre-pandemic levels; firms restructuring from pyramid shape to “diamond” with fewer entry roles, expanded skilled AI-operator middle & small leadership tier

> white collar entry-level jobs most affected: UK graduate postings fell 180K (2021) → 55K (2024) & US grad unemployment at 5.8%

> by 2030, 60% of new US jobs projected non-degree while civil engineering, construction & social care forecasted to grow by 15%

> among job postings, execution-based creative roles (VFX, writing, photography, etc.) declining sharply (some up to -32%) while ML engineering roles are up ~40%

> EU AI adopters report +4% labor productivity due to AI, concentrated in mid/large firms; US yet to see concrete productivity growth attributable only to AI

> but reports (FT, Harvard) suggest firms downsizing in anticipation of AI’s potential rather than actual impact - some (e.g., Klarna) reversing course

> some firms accused of masking weak business performance as AI-driven layoffs

> Harvard research also links higher AI exposure to work intensification & multitasking, not work reduction

> Microsoft AI CEO predicts AI could replace most white-collar jobs within 1.5 years - much faster timeline than earlier estimates