The Duality of the AI Coding Trend: Anthropic's Valuation Surges, But Struggles with High-Risk Customer Relationships
Leading company in the AI coding field, Anthropic faces development concerns: its annual revenue reaches $5 billion, but two major customers account for nearly a quarter of income, creating centralized risks. Its Claude leads the AI programming market with a 42% market share. The latest model outperforms OpenAI, but GitHub Copilot, backed by Microsoft, competes directly with it. With GPT-5 entering the market at a lower price, offering comparable performance but significant cost advantages, Anthropic's premium pricing strategy faces challenges. The company is currently