ANTHROPIC ANNUAL REVENUE REPORTEDLY REACHES $4 BILLION

Summary from the TLDR Founders newsletter

Anthropic hit $4 billion in annual revenue just as two leaders of its Claude Code product jumped to Cursor, one of Anthropic's biggest customers. The timing matters because AI companies are desperately trying to retain talent with salaries up to $690,000. Meta just paid $14.3 billion for 49% of Scale AI and poached its CEO. When your biggest customers can afford to steal your best people, vertical integration suddenly looks less like a moat and more like a feeding ground.