Anthropic

“Take a portfolio approach, try some less risky use cases, like where knowledge extraction or summarization might be involved. And maybe some more risky use cases like tool use, where it's using that company's tooling, function calling.”

“One large bank that we were talking to, they said, they came to us and they said, we've, Talk to everybody in our company, and we have 500 different use cases that we want to apply large language models to.”

“Using a first party solution with say OpenAI or with Anthropic is going to have different performance, different latency than if you do it via an intermediary, like a cloud. So you maybe get some simplicity by not having to onboard different vendors and differ…”

“Intuit is using Anthropic to help explain what taxes you actually paid and why.”

“Dario said on that panel, That they discovered that the models could code. Like it wasn't a design requirement. It wasn't an intentional, the model. It had the capability. It figured out how to do it.”

“But I think in two months, I think, 99.9% of the people who are using Anthropic and OpenAI today is going to go back to using their products, not DeepSeek's model.”

“About 1300 at Anthropic, probably a 150 or so on the go-to-market team. So crazy scaling over the last year and a half.”

“Across both the technical and non-technical org, one of the favorite use cases is the Slack channel that we spun up, and what this Slack channel does is employees can go in, ask questions. Claude is on the back end and uses to go search over our internal knowl…”

“No quotas at Anthropic today. That might change. Everything in this space, I feel like as soon as you say it, it's already outdated, but just shadow targets today.”

“Cursor has given us feedback on our models in the coding area and had access to our models before we released them and been able to actually give us feedback to meaningfully improve the user experience on both of our ends.”

“If you look at who is running go-to-market at some of the hottest AI companies from open AI to anthropic on down, you'll see folks that spoke at Saster in the past few years. You will see the exact same people essentially running the same playbooks they ran be…”

“These are proprietary models based, you know, using Snowflake. Cortex, and then we're using various large language models to build these agents. That could be, you know, it could be anthropic, you know, it could be, you know, OpenAI, you know, and other models…”

“Anthropic isn't topping out at a billion. OpenAI isn't topping at a billion. They're topping at a trillion.”

“And this is, by the way, workflows that Anthropic, Figma, Cursor are all using play to power.”

“54. 54% of our new enterprise logos have come through the self-serve funnel in 2026.”

“What's most important is forecasts are being largely run by Claude and then inspected and reviewed by managers.”

“We've had a commercial product for the last three years, but it wasn't until the Claude III family of models, when Claude started getting really good at coding, that things started to accelerate.”

“We use lean data for routing. We use clay for enrichment. Salesforce is our system of record and source of truth. We use Jira for tickets intercoms fin product. We use for Custer's customer support, as well as for sales support. I joke with the ironclad team t…”

“And we built a sales plugin that documented what our top reps do and turned them into five skills that we included in Claude that every rep uses every single day.”

“So we made Slack the front door. Slack comes in, tick it out. Claude does the triaging. So Claude actually co-work now does a lot of this. And that's changed for us probably in the last week since I made these slides, but co-work can check your emails and can …”

“Even if we were prepared to hire an onboard and three X or four X or five X the sales team, You simply can't absorb that number of bodies at the pace that we needed to absorb them in order to deliver against the demand and in order to deliver a positive custom…”

“And it wasn't until December of 20, 25, when things really took off. The launch of Opus 4.6 in December was a bit of a sea change for us. And we came back from what was in hindsight, An incredibly restful winter break to demand going vertical.”

“Some of our reps like to take gone calls when they've had a really good discovery call and drop them into Claude code so that Claude code can build a prototype”

“Every week Claude surfaces six coaching moments. And this isn't a static set of coaching based on a methodology. This is dynamic based on how the needs of our business evolve month over month.”

“We actually think ours is much better than Claude and many others on the market.”

“SpaceX, Anthropic, OpenAI, we'll add in Databricks, we'll have Arsan, one of the co-founders here in about half an hour after this. That's going to create more market value, more value, and more wealth than every other IPO since 2000.”

“Anthropics revenue is like nothing we've ever seen. Okay. It'll be at fifty billion in less than four years or four years plus or minus.”

“We're going to see three trillion dollar plus IPOs over the coming months. It's never happened before. The value of SpaceX plus Anthropic plus OpenAI will be more than all the other tech IPOs combined ever.”

“What they don't mean is software dead because OpenAI and Entropic are software, and they are most definitely not dead.”

“The stunning thing is it takes until 2031 or 2032 before The revenue from those two companies surpasses the total capex.”

“The truth is they are the apex predator of this distribution. They are the guys who have taken the value, the delta value, and probably will continue to do so under those forecasts.”

“No one knows the answer and most VCs are betting both ways. They're chucking a bunch of money in at a modest 300 or six hundred billion pre at Antropic. And at the same time, they're doing a whole bunch of investments that only make sense if in fact there is r…”