#Anthropic

Projects now run from one conversation, starting in Claude Code. You describe what needs doing, and Claude directs parallel threads that keep working after you close your laptop. In beta today for select Pro and Max users in cloud sessions; coming to all Claude users soon.

OpenAI and Anthropic earn 10 times more than all Chinese AI models combined, per Rhodium research. OpenAI at roughly $40B in ARR and Anthropic at $65B, while ByteDance’s large-model business is about $4B and Alibaba’s Bailian MaaS about $2.3–$2.4B. And the reason is, models from China are mostly open source. Chinese models recorded more than 2B Hugging Face downloads in 2025, or 41% of the platform total. i.e. users can self-host them or access them through third parties without much revenue flowing back to the original developer.

Today we're rolling out Projects in Claude Code on desktop and web. A project is one conversation with Claude. It splits the work into threads itself, runs them as parallel cloud sessions, passes context between them, and keeps going when you leave. In beta for select users.

Projects now run from one conversation, starting in Claude Code. You describe what needs doing, and Claude directs parallel threads that keep working after you close your laptop. In beta today for select Pro and Max users in cloud sessions; coming to all Claude users soon.

Microsoft AI chief Mustafa Suleyman says Anthropic's model-welfare training could make future Claude systems harder to control. "Suleyman called for removing all ​speculation about consciousness from AI training documents, arguing such language ​could undermine humanity's ability to control superintelligent systems."

Claude Cowork and chat are merging into one Claude. Ask a quick question or hand over a report, and Claude takes it from there, even after you close your laptop. If something's unclear, Claude asks—you keep the final say. Rolling out to Pro and Max over the next few weeks.

OpenAI is winning enterprise spend at the frontier. As of this week, Astra takes 13% of enterprise AI spend vs. Fable (8%) per Ramp data. Some early thoughts: 1. Anthropic took a big risk in its recent call to pace the frontier. It's frontier model has already fallen behind on adoption. 2. OpenAI's growth is primarily coming from shifts from Sol and some Anthropic models, net-new usage too. That's good for them and suggests some pricing power remains by having a good, competitive frontier model.

OpenRouter users spent more on OpenAI models than on Anthropic models last week. This hasn't happened for more than 2.5 years

All-In Summit: Vice President JD Vance 🔥 -- Assessing the Admin So Far -- AI Approach, Dealing with Doomerism -- Going After H-1B Abuse -- Anti-Fraud Plan, Why Entitlements Fraud is Hard to Stop -- Relationship with Israel, Rational Foreign Policy -- Midterms Message (0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ of fraud in federal spending (21:48) Relationship with Israel, rational foreign policy (25:19) JD Vance's midterms message