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Happy Wednesday, and welcome to your latest edition of First AI Movers Pro. Let’s jump straight into the headline that everyone in the Valley is buzzing about.
Anthropic hits a $3 billion run-rate, five months after clearing one billion
Anthropic’s enterprise push is paying off—loudly. The startup now says its contracts are generating revenue at a three-billion-dollar annual clip, triple the pace it reported in December and up fifty percent since March.
Why it matters, in plain terms:
Enterprise wallets are opening. While OpenAI still dominates consumer subscriptions, Anthropic is winning dev teams that need code-generation and safety tooling baked in.
Fastest SaaS climb ever? VC Alex Clayton calls Anthropic “possibly the quickest company to scale to this level of software revenue.”
A tale of two go-to-markets. OpenAI expects about twelve billion dollars in 2025 revenue, mostly from ChatGPT Plus seats. Anthropic’s model-as-a-service bet suggests the real volume, and perhaps the next moat, lives inside corporate firewalls.
Taken together, the numbers reframe the AI battleground: consumer buzz may grab headlines, but steady B2B contracts are turning into the bigger, stickier prize.
Meanwhile, in other corners of the AI world…
Quick takes
Amazon tests AI “Hear the highlights”. — Tap a button in the Amazon app and two synthetic hosts read you product features and top reviews, turning shopping into a short podcast.
NY Times inks first generative-AI deal—with Amazon. — The multi-year license lets Alexa quote Times journalism and train on its archives, even as the paper sues Microsoft and OpenAI over unlicensed use.
Zoom nudges guidance higher on AI Companion demand. — Fiscal-2026 revenue outlook rises as clip-generation and meeting-summary features gain traction.
IBM and Ferrari rev up fan engagement. — A rebuilt mobile app uses IBM’s watsonx to pipe real-time race data and personalized content to tifosi worldwide.
Thanks for reading and for driving this community forward. Know someone who’d enjoy a quick, hype-free AI briefing each morning? Feel free to forward this email—word of mouth is still the most powerful algorithm we know.
Dr. Hernani Costa at First AI Movers
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