Comment by simonw

https://www.anthropic.com/news/anthropic-raises-series-f-at-...

> At the beginning of 2025, less than two years after launch, Anthropic’s run-rate revenue had grown to approximately $1 billion. By August 2025, just eight months later, our run-rate revenue reached over $5 billion.

Claude Code launched in February 2025. Anthropic's annual run-rate revenue grew from $1bn to $5bn by August.

They haven't published a breakdown of this but I suspect a significant portion of that revenue growth came from their $200/month plan.

It would help explain why seemingly every other LLM company has pivoted to focus on "LLMs for code".