The Ledger
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Antani: 86% of Claude Code tokens are spent fixing its own errors
“And the, these models, I was reading a research paper, 86% of the tokens spent by cloud code are spent fixing mistakes cloud code made.”
Audit Finds $1.7M in Mistaken AI Overcharges, Mostly From Anthropic
“Between March and June, Vaudit audited bills sent to 60 companies totaling thirty-four million, mostly for usage of Anthropik's cloud code, and found about 1.7 million in mistaken overcharges.”
Claude Code Has Overtaken Cursor For Majority AI Coding Market Share
“Cursor comes out, and within about a year, it has the majority of the market. Then, by the way, Cloud Code comes out, and then now Cloud Code has majority of the market.”
Kantrowitz: Anthropic hit $14B run rate and 4% of GitHub commits
“Cloud code doubled in usage from December to January, I believe in the past month, doubled in usage. It's already doing four percent of commits on GitHub. Anthropic went from zero dollars in revenue in January, 23 to a hundred million dollar run rate in Januar…”
Hassabis: Anthropic Avoids Multimodal Models to Focus Strictly on Coding
“You know, they don't make image models, multimodal models, world models. They just do, you know, coding and language models, and they're very, very good at that.”
Cherny: Claude Code was first AI tool able to edit local computer files
“Even something as simple as like editing a file on your computer. You know, like a year and a half ago, there was no AI product that could actually do that. But this is the first thing that quad code was able to do. It could edit a file on your desktop.”
Anthropic's Run-Rate Revenue Exceeded $5 Billion by August 2025
“The company also says its run rate revenue, which was one billion at the beginning of 2025, was more than five billion dollars. By August. And Cloud Code has already generated over five hundred million in run rate, with the usage growing more than 10 X in just…”