In the first quarter of 2025, Anthropic added what Adam Brotman describes as ""an entire Starbucks of revenue run rate"" in a single quarter, reaching close to $30 billion annualized. That growth, driven by a combination of enterprise API revenue, subscriptions, and a fast-rising consumer base, has put Anthropic on the radar of companies that had previously committed to Copilot, Gemini, or OpenAI.

Adam and Andy argue the growth is not just a marketing story. Cowork, they contend, represents a structural shift: from AI as a chat interface to AI as a system of work, with memory, projects, skills, plugins, and connectors that let it execute tasks rather than just advise on them. They also note that Claude has, at this moment, outpaced Microsoft's own tools within Microsoft's native ecosystem.

Their advice to business leaders is deliberate: don't wholesale switch, but don't ignore the signal either. Start with five people on a business plan, run a structured experiment with Cowork, and make the decision from evidence rather than momentum.

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