Prime Highlights :
- Glean CEO Arvind Jain said Claude Code has become a religion among business leaders, with most choosing it as their single preferred AI tool.
- Investors at HumanX identified closing the open-weight model gap with China as one of the AI industry’s most urgent priorities right now.
Key Facts :
- Anthropic, founded in 2021 by former OpenAI researchers, is valued at 380 billion US dollars and is one of the most valuable private companies in the world.
- As of February, Claude Code was generating over 2.5 billion US dollars in annualised revenue, reflecting rapid enterprise adoption since its public launch in May last year.
Background :
Anthropic has emerged as the dominant talking point at the HumanX conference in San Francisco, where 6,500 executives, founders and investors gathered this week to discuss artificial intelligence. Its coding agent Claude Code was the tool most attendees cited, even as rivals OpenAI, Cursor and Google remain strong competitors.
The buzz comes despite a recent public dispute with the Pentagon, which blacklisted Claude. Opposing rulings in two courts have allowed Anthropic to continue working with other federal agencies while the cases proceed.
Claude Code launched in May last year and, as of February, was generating over 2.5 billion US dollars in annualised revenue. Glean CEO Arvind Jain said the tool has triggered what he called “Claude Mania,” describing it as having become a religion among business leaders. Synthesia CEO Victor Riparbelli credited Anthropic’s focus on code generation over chasing multiple product categories as a key reason for its current momentum.
On the sidelines, Anthropic also announced Claude Mythos Preview, a new model with advanced cybersecurity capabilities, currently available to around 50 companies.
A second major theme at HumanX was AI change management. Cisco President Jeetu Patel said roughly 85% of the company’s engineering workforce, around 18,000 employees, now use AI. Executives described the shift as fundamental, with smaller teams relying on agents to do the work of larger groups.
The third key concern was China’s open-weight models. Chinese models, including GLM-5.1, Kimi K2.5 and Qwen3.5, currently top industry benchmarks, and American companies are increasingly adopting them. Investors said closing the open-weight gap with China is one of the industry’s most pressing priorities.