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Sources: Anthropic's revenue hit a pace of $4B/year, up almost 4x from the beginning of 2025; source: Cursor maker Anysphere hired two of Claude Code's leaders

What's notable is that Cursor just poached the lead engineer and PM for Claude Code.  I guess this is now an industry trend. Threads: Dare Obasanjo / @carnage4life : Anthropic is at $4B/year revenue which is 4x from the start of the year.  The primary driver for this growth is believed to be coding agents.  What's notable is that Cursor just poached the lead engineer and PM for Claude Code.  I guess this is now an industry trend. Venkatesh Thallam / @vthallam : Apparently Cursor acquired the Eng and PM of Claude Code!  This is a great move from them, given how popular Claude Code is becoming!  Almost makes me want to go back to becoming IC and build a ton haha! X: Armin Ronacher / @mitsuhiko : Honestly this is why the Silicon Valley is an amazing place. Good people move from one opportunity to the other and it's a real race. I want to be part of bringing that spirit to Europe :) https://x.com/... Mckay Wrigley / @mckaywrigley : Insane that Cursor saw the rise of Claude Code and went: “Yeah let's just hire both Claude Code's lead dev & project manager away from one of the world's biggest AI labs.” Absolute monster hires. Reminder that you can just do things. [image] Nick Dobos / @nickadobos : Oh you thought zuck was assembling a team? @swyx : congrats to Boris and Cat for joining @cursor_ai ! Claude Code + Cursor = ???? [image] @distributionat : cursor took boris before he vested at anthropic 😭 [image] @samsolid57 : ANTHROPIC HITS A $4B RUN RATE, PER THE INFORMATION FYI $AMZN own 8% of ANTHROPIC with a $8B investment. Latest valuation is at $62B as of May. Revenue was said to be at $1B at the beginning of 2025. 300% revenue growth in 6 months, at nearly 16x P/S. [image] Nathan Lambert / @natolambert : Even before Cursor poached Boris today, who helped build Claude Code, all the folks in my circles who Cursor had either poached or reached out to seemed like exactly the right people to get. They're quietly assembling a great small training team. Jake Halloran / @jakehalloran1 : cursor stealing Boris Cherny and Cat Wu is funny but anthropic quadrupling ARR since january because of claude code is *insane* https://www.theinformation.com/ ... Joshua Benton / @jbenton : omg, @cursor_ai snagged Boris Cherny, the father of Claude Code, from @AnthropicAI https://www.theinformation.com/ ... LinkedIn: Natasha Mascarenhas : Scoop: Anysphere, the maker of Cursor, an artificial intelligence-powered coding app, has hired two leaders of Anthropic's competing coding product, Claude Code. …

The Information

Discussion

  • @carnage4life Dare Obasanjo on bluesky
    Anthropic is at $4B/year revenue which is 4x from the start of the year.  The primary driver for this growth is believed to be coding agents.  —  What's notable is that Cursor just poached the lead engineer and PM for Claude Code.  I guess this is now an industry trend.
  • @mitsuhiko Armin Ronacher on x
    Honestly this is why the Silicon Valley is an amazing place. Good people move from one opportunity to the other and it's a real race. I want to be part of bringing that spirit to Europe :) https://x.com/...
  • @mckaywrigley Mckay Wrigley on x
    Insane that Cursor saw the rise of Claude Code and went: “Yeah let's just hire both Claude Code's lead dev & project manager away from one of the world's biggest AI labs.” Absolute monster hires. Reminder that you can just do things. [image]
  • @nickadobos Nick Dobos on x
    Oh you thought zuck was assembling a team?
  • @swyx @swyx on x
    congrats to Boris and Cat for joining @cursor_ai ! Claude Code + Cursor = ???? [image]
  • @distributionat @distributionat on x
    cursor took boris before he vested at anthropic 😭 [image]
  • @samsolid57 @samsolid57 on x
    ANTHROPIC HITS A $4B RUN RATE, PER THE INFORMATION FYI $AMZN own 8% of ANTHROPIC with a $8B investment. Latest valuation is at $62B as of May. Revenue was said to be at $1B at the beginning of 2025. 300% revenue growth in 6 months, at nearly 16x P/S. [image]
  • @natolambert Nathan Lambert on x
    Even before Cursor poached Boris today, who helped build Claude Code, all the folks in my circles who Cursor had either poached or reached out to seemed like exactly the right people to get. They're quietly assembling a great small training team.
  • @jakehalloran1 Jake Halloran on x
    cursor stealing Boris Cherny and Cat Wu is funny but anthropic quadrupling ARR since january because of claude code is *insane* https://www.theinformation.com/ ...
  • @jbenton Joshua Benton on x
    omg, @cursor_ai snagged Boris Cherny, the father of Claude Code, from @AnthropicAI https://www.theinformation.com/ ...