Good morning. Five years after its founding, Anthropic is preparing for what could be one of the largest IPOs in history. Its coding agent, Claude Code, is already generating an annualized revenue run rate exceeding $2.5 billion. At the Fortune Brainstorm Tech conference in Aspen on Monday, Boris Cherny, the architect behind Claude Code, made clear why that number is only the beginning—and why the implications extend well beyond engineering teams.
“In the past, there were 50 million people in the world who could code,” Cherny said during a conversation with Fortune AI editor Jeremy Kahn. “And now everyone in this room can code. Everyone in the world is starting to be able to code.” We’re only beginning to understand the implications, he said.
