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Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.

SaaStr

Anthropic is ~40% as big as OpenAI by ARR, despite its consumer app Claude being just 5% the size of ChatGPT. While OpenAI dominates headlines with ChatGPT’s viral success, Anthropic has quietly built a business that’s already 40% the size of OpenAI’s revenue, despite having a fraction of the consumer awareness.

ChatGPT 216
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From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

This isn’t just another software success story. It’s the emergence of a new category that’s attracting billions in investment and fundamentally disrupting the $500B+ software development market. But that's not enough to create software. AI is incredible at writing code.

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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

And they’re already a super formidable threat to anyone building something in the broader software development lifecycle space My decision matrix then becomes: Will this category support an independent company (ie will the company survive the incumbent bundle attacks) and which company will be the winner in the space.

Cloud 144
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LLM vs AI Tool: Key Differences Every SaaS Builder Must Know

How To Buy Saas

Capabilities: Modern LLMs like GPT-4 , Anthropics Claude , Googles PaLM 2 , Metas LLaMA 2 , and others have demonstrated an array of capabilities: from answering Q&A, summarizing documents, generating creative stories, to even helping with programming tasks. ChatGPT (the chat interface by OpenAI) is itself an AI tool built on the GPT-4/3.5

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Salesforce, Microsoft, Google and Atlassian All Raise Prices Again in 2025. Hooray.

SaaStr

Tools like Claude for coding, AI-powered design platforms, and intelligent automation solutions are beginning to challenge traditional software categories. Additionally, AI is lowering barriers to entry across software development, enabling smaller companies to rapidly build competitive alternatives to established players.

Pricing 295
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The $4.5B Board Meeting: Inside Snowflake’s AI Transformation and the CEO Who Bets His Company on Their Platform

SaaStr

The AI Data Cloud Vision: Beyond Traditional Analytics Snowflake’s vision is clear: become “the AI data cloud”—a platform where any business user can interact with their enterprise data using natural language, just like ChatGPT but with access to every dataset in their organization.

AI 268
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The HubSpot AI Playbook: How Yamini Rangan Is Leading the Most Aggressive B2B AI Transformation

SaaStr

Then ChatGPT happens in November 2022, and by January 2023, you make a decision that would reshape your entire company. ” This isn’t just about enthusiasm – it’s about recognizing that the last five years of B2B software development were, in Rangan’s words, “boring.”

AI Search 179