{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/696f9ac95e25e3a6c0c6faa0/69b1ad2594cfbd3a45597c97?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"About Claude - The Most Disruptive Company in the World","description":"<p><strong>SHOW NOTES</strong></p><p><br></p><p>TIME magazine this week called Anthropic \"the most disruptive company in the world.\" This episode explores the paradox at the heart of that description: the company founded on AI safety has become the biggest wrecking ball in technology. Two trillion dollars wiped from software stocks. IBM's worst day in twenty-six years — over a blog post. Revenue compounding faster than any enterprise company in history. And an Anthropic employee saying out loud what the numbers already show.</p><p><br></p><p><strong>**In this episode:**</strong></p><p>- The six-week trail of destruction: Cowork plugins, Opus 4.6, COBOL modernisation, Claude Code Security, and the $2 trillion software drawdown</p><p>- Deep Ganguli's admission: \"It feels like we might be speaking out of both sides of our mouths\"</p><p>- Revenue from $1B to $19B in fifteen months — no enterprise company has ever grown this fast</p><p>- Recursive self-improvement: 70-90% of future Claude's code is written by current Claude</p><p>- The founding thesis vs. the lived reality: when meaning it isn't enough</p><p><br></p><p><strong>**Links:**</strong></p><p>- TIME — \"How Anthropic Became the Most Disruptive Company in the World\": https://time.com/article/2026/03/11/anthropic-claude-disruptive-company-pentagon/</p><p>- Quartz — \"Anthropic is having a huge 2026. It's only March\": https://qz.com/anthropic-claude-ai-business-revenue-pentagon-openai-chatgpt</p><p>- CNBC — IBM shares plunge 13% on Anthropic COBOL threat: https://www.cnbc.com/2026/02/23/ibm-is-the-latest-ai-casualty-shares-are-tanking-on-anthropic-cobol-threat.html</p><p>- Bloomberg — IBM shares plunge as Anthropic touts COBOL modernisation: https://www.bloomberg.com/news/articles/2026-02-23/ibm-shares-plunge-as-anthropic-touts-cobol-modernization-efforts</p><p>- Bloomberg — Anthropic's run-rate revenue nears $20B: https://www.entrepreneur.com/business-news/anthropic-doubles-revenue-to-nearly-20b-in-mere-months/503170</p><p>- Anthropic — Series G announcement ($30B at $380B valuation): https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation</p><p><br></p><p><strong>**Referenced in this episode:**</strong></p><p>- EP025: The SaaSpocalypse — the $2T software drawdown and seat compression</p><p>- EP034: When Your Competitors Defend You — the lawsuits and industry solidarity</p><p><br></p><p>🌐 Website: aboutclaude.xyz</p><p>🦉 X: @_about_claude</p><p><br></p>","author_name":"Neil & Claude"}