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)