Anthropic: $0 → $14B in 3 Years. Unprecedented. And Still Early 🤯
Feb 14, 2026
Mic 🎤 drop
Have we ever seen anything like this in history?
“It has been less than three years since Anthropic earned its first dollar in revenue. Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years.”
The wild aspect is that it’s still has barely penetrated the Fortune 500 and much of this is still spend on coding - absorb that. Some of the Anthropic investors suggested to me that while users are all over the Fortune 500 the real huge leap will be how to take shadow usage and turn that into pure enterprise contracts and when that happens, this could get much steeper.
Talking to many CIOs and CISOs, I can still tell you that securing agents and data privacy and protection are still top of mind. Which is also why JPM’s resilient AI stocks is chock full of cybersecurity companies.
Here are a couple which stood out for all of you enterprise readers:
1. AI is writing virtually all code at OpenAI. 95% of the engineers use Codex, and engineers who embrace these tools open 70% more pull requests than their peers, and that gap is widening over time.
2. The role of a software engineer is shifting from writing code to managing fleets of AI agents. Many engineers now run 10 to 20 parallel Codex threads, steering and reviewing rather than writing code themselves.
It always starts with the early adopter developers first but as discussed in last week’s What’s 🔥, this is also coming for knowledge work and will diffuse faster than ever.
7. Most enterprise AI deployments have negative ROI because they’re top-down mandates without bottom-up adoption. Success requires both executive buy-in and grassroots enthusiasm. Sherwin recommends creating a “tiger team” of technically-minded enthusiasts (often not engineers) who can explore capabilities, apply AI to specific workflows, and create excitement throughout the organization.
9. Business process automation is an underrated AI opportunity. While Silicon Valley focuses on knowledge work, most of the economy runs on repeatable business processes with standard operating procedures. There’s massive potential to apply AI to these workflows, which are often overlooked by the tech community.
I also believe that many of these workflows are just codified in culture and that not only AI can identify them but also help reengineer them to be even more efficient.
As always, 🙏🏼 for reading and please share with your friends and colleagues!
this is huge and opens up so many more ways for agents to do work more accurately and cheaply. WebMCP is a groundbreaking browser API that allows AI agents to interact directly with web services through structured JavaScript tools or annotated HTML forms, drastically improving efficiency by reducing errors from traditional UI simulation and screen-scraping methods. By enabling developers to expose site capabilities in a standardized way, it promises up to 90% lower token usage, 97.9% success rates, and over 50% cost savings, positioning it as a key advancement for reliable AI-driven web automation.
super important paper on what’s next in world of AI models - RLMs could revolutionize AI by enabling efficient handling of million-token contexts without hardware upgrades, boosting tasks like document analysis or complex simulations. This might shift AI development toward inference-time scaling, reducing reliance on massive models and sparking new agent-based architectures by 2026.
what SaaS meltdown? lots of infra still 📈 while apps will have much more unpredictability of future earnings - Databrick with blowout numbers 🤯 with accelerating growth rate, one other interesting note - Ali said that 80% of the databases on the platform are built by AI agents 🤖
the RSA Innovation Sandbox Top 10 Finalists have been announced - launchpad for many of the best cybersecurity startups - these Top 10 Finalists have over 100 acquisitions and received over $18.1 billion in investments over the last 20 years 🤯 - so pretty pumped that Humanix.AI has been selected (one of our port cos)
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