Patel reports $19 billion Anthropic revenue is driven by code spend, implying industry-wide $20 billion expenditure.
“You look at like quad code spend, right, it's freaking nuts. Right? 19,000,000,000 of revenue for Anthropic now. All of that is, you know, at some multiple is code.”
Patel notes 2% of GitHub commits are AI-generated against $2 trillion in global software wages.
“You can disable that where it's not automatically committed. But 2% of GitHub commits today are Cloud Code. $2,000,000,000,000 of software wages paid in the world.”