Fetching from the wire…
Markets2026-09-19 · source-backed
Evo has sustained 81.5% month-over-month customer growth since its first capability went GA in March 2026, and 76% of customers who bought it in Q2 were in production before the quarter closed, against a two-to-three-quarter norm for enterprise security software, because Evo installs into existing agent workflows rather than requiring a change-management program. CIO Influence Company-stated figures, but it's the first hard revenue-mix number showing an incumbent AppSec vendor repricing around agent risk instead of being displaced by it.
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Twelve months ago, OpenAI led Anthropic by 41 points in enterprise adoption. Today that gap is 8. Enterprise Technology Research's survey of roughly 500 respondents shows OpenAI dropping from 62% adoption (September 2025) to 56% (March 2026) while Anthropic surged from 21% to...
Five months ago, Anthropic was running at $9B annualized. Today it's $30B. CNBC named them #1 on the 2026 Disruptor 50, above OpenAI for the first time. The numbers from Daniela Amodei's interview are hard to process. $1B run rate in December 2024. $9B end of 2025. $14B Februa...
Three independent sources — Simon Willison at the Pragmatic Summit, blog.tedivm.com's coding agent guide, and Anthropic's 2026 Trends Report — converged in March 2026 on the same conclusion: the highest-leverage skill in AI-assisted development is no longer prompt engineering...
Marc Benioff said "the UI is the AI" out loud, on the record, about his own product. Then Salesforce released the thing that makes it true. Claudeforce went live for pilot customers on August 26. The centerpiece is "Salesforce in Claude," a Claude Cowork plugin carrying 37 pre...
For a month, Claude Code users were convinced the model had been "nerfed." Forums lit up. Conspiracy theories multiplied. People switched tools. Then on April 23, Anthropic did something unusual: they published a detailed post-mortem that named three specific bugs with exact d...
Anthropic's Marketplace (launched March 6 with Snowflake, GitLab, Harvey, Replit, Lovable) takes zero commission, profiting through increased Claude usage instead. This joins Cursor's Plugin Marketplace, Notion's Custom Agents (21K+ in beta), Superhuman's Agent Store, and Goog...
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