Whale Rock Capital Management创始人Alex Sacerdote在播客中透露，2025年初Anthropic内部人员每天花费100美元购买模型token，折合每年2至3万美元。全球约2000万程序员，仅编码市场就达5000亿美元，且该估算基于9个月前的技术。此时正是Claude Code开始爆发的时间点。
By 2025, Anthropic had already identified a half-trillion-dollar coding market.
"Within Anthropic at that time (early 2025), people were spending $100 a day on tokens, comes out to $20,000 or $30,000 a year.
If you think about how many coders there are in the world, around 20 million, you have got a half-a-trillion-dollar market just from coding alone. And hat was based on 9-month-old technology."
Alex Sacerdote, the Founder of Whale Rock Capital Management, talking about early 2025, when Claude Code started exploding.
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From "Invest Like The Best" YouTube channel, (link in comment)
来源：Rohan Paul · x.com