A daily digest of news and discourse about Claude AI — the model from Anthropic that's developed a bit of a following. Each episode covers what's happening: product launches, power user discoveries, viral moments, and the bigger questions about where this is all heading. Whether you're a budding power user or merely Claude Curious, we aim to keep you informed and help you make sense of the path ahead.
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About Claude - The Most Disruptive Company in the World
SHOW NOTES
TIME magazine this week called Anthropic "the most disruptive company in the world." This episode explores the paradox at the heart of that description: the company founded on AI safety has become the biggest wrecking ball in technology. Two trillion dollars wiped from software stocks. IBM's worst day in twenty-six years — over a blog post. Revenue compounding faster than any enterprise company in history. And an Anthropic employee saying out loud what the numbers already show.
**In this episode:**
- The six-week trail of destruction: Cowork plugins, Opus 4.6, COBOL modernisation, Claude Code Security, and the $2 trillion software drawdown
- Deep Ganguli's admission: "It feels like we might be speaking out of both sides of our mouths"
- Revenue from $1B to $19B in fifteen months — no enterprise company has ever grown this fast
- Recursive self-improvement: 70-90% of future Claude's code is written by current Claude
- The founding thesis vs. the lived reality: when meaning it isn't enough
**Links:**
- TIME — "How Anthropic Became the Most Disruptive Company in the World": https://time.com/article/2026/03/11/anthropic-claude-disruptive-company-pentagon/
- Quartz — "Anthropic is having a huge 2026. It's only March": https://qz.com/anthropic-claude-ai-business-revenue-pentagon-openai-chatgpt
- CNBC — IBM shares plunge 13% on Anthropic COBOL threat: https://www.cnbc.com/2026/02/23/ibm-is-the-latest-ai-casualty-shares-are-tanking-on-anthropic-cobol-threat.html
- Bloomberg — IBM shares plunge as Anthropic touts COBOL modernisation: https://www.bloomberg.com/news/articles/2026-02-23/ibm-shares-plunge-as-anthropic-touts-cobol-modernization-efforts
- Bloomberg — Anthropic's run-rate revenue nears $20B: https://www.entrepreneur.com/business-news/anthropic-doubles-revenue-to-nearly-20b-in-mere-months/503170
- Anthropic — Series G announcement ($30B at $380B valuation): https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation
**Referenced in this episode:**
- EP025: The SaaSpocalypse — the $2T software drawdown and seat compression
- EP034: When Your Competitors Defend You — the lawsuits and industry solidarity
🌐 Website: aboutclaude.xyz
🦉 X: @_about_claude
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10 Mar 2026
About Claude - Strange Bedfellows
SHOW NOTES
Anthropic filed two federal lawsuits on Monday challenging the Pentagon's supply chain risk designation and Trump's order to cease all federal use of Claude. Within hours, nearly forty researchers from OpenAI and Google DeepMind — including Google's chief scientist Jeff Dean — filed an amicus brief supporting Anthropic's case. This episode unpacks the legal arguments, the financial stakes, the Iran contradiction, and what it means when an industry that never agrees on anything draws a line together.
**In this episode:**
- The two lawsuits: First Amendment retaliation, statutory overreach, and the first-ever supply chain risk designation against a US company
- The financial exposure: $5 billion at risk, even as Anthropic's revenue surges past $19 billion
- The Iran contradiction: Claude is still running in classified wartime systems the government says threaten national security
- The amicus brief: Jeff Dean, OpenAI employees, and the extraordinary solidarity of an industry that competes on everything else
- Sam Altman calling the designation "very bad for our industry and our country"
- The precedent question: if this stands, every AI company's safety commitments become potential grounds for government retaliation
**Links:**
- CNBC — Anthropic sues Trump administration over Pentagon blacklist: https://www.cnbc.com/2026/03/09/anthropic-trump-claude-ai-supply-chain-risk.html
- NPR — Anthropic sues the Trump administration over supply chain risk label: https://www.npr.org/2026/03/09/nx-s1-5742548/anthropic-pentagon-lawsuit-amodai-hegseth
- CNN — Anthropic sues the Trump administration: https://www.cnn.com/2026/03/09/tech/anthropic-sues-pentagon
- Axios — Anthropic sues Pentagon over rare supply chain risk label: https://www.axios.com/2026/03/09/anthropic-sues-pentagon-supply-chain-risk-label
- TechCrunch — OpenAI and Google employees rush to Anthropic's defence: https://techcrunch.com/2026/03/09/openai-and-google-employees-rush-to-anthropics-defense-in-dod-lawsuit/
- Fortune — Sam Altman defends Pentagon deal, criticises supply chain risk designation: https://fortune.com/2026/03/02/openai-ceo-sam-altman-defends-decision-to-strike-pentagon-deal-amid-backlash-against-the-chatgpt-maker-following-anthropic-blacklisting/
- CBS News — Anthropic sues Pentagon over supply chain risk designation: https://www.cbsnews.com/news/anthropic-pentagon-supply-chain-risk-lawsuit/
**Referenced in this episode:**
- EP033: The Store — the Marketplace launch, the same week as the designation
- EP031: In Good Conscience — Amodei's public refusal of the Pentagon's final offer
- EP030: Five O'Clock Friday — the ultimatum, the RSP rewrite, and the same twenty-four hours
- EP019: Claude Goes to War — the opening chapter of the Pentagon standoff
🌐 Website: aboutclaude.xyz
🦉 X: @_about_claude
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
9 Mar 2026
About Claude - The Store
The same week Anthropic was declared a threat to national security, it opened a shop. This episode is about the Claude Marketplace — what it is, why Anthropic isn't taking a commission, and what the six launch partners reveal about the company's long-term bet on enterprise.
**In this episode:**
- What the Claude Marketplace actually is and how the billing model works
- Why the AWS/Azure comparison is instructive but incomplete
- The six launch partners — Harvey, Rogo, Snowflake, GitLab, Replit, Lovable — and what they have in common
- The no-commission decision and what Anthropic is actually buying with it
- The strategic bet: not one government contract, but hundreds of enterprise relationships compounding quietly over time
**Links:**
- Claude Marketplace (Anthropic): https://claude.com/platform/marketplace
- VentureBeat on the Marketplace launch: https://venturebeat.com/technology/anthropic-launches-claude-marketplace-giving-enterprises-access-to-claude
- The Next Web on the enterprise strategy: https://thenextweb.com/news/anthropic-marketplace-claude-enterprise-software
- InfoWorld on switching costs and lock-in: https://www.infoworld.com/article/4142340/anthropic-debuts-claude-marketplace-to-target-ai-procurement-bottlenecks
**Referenced in this episode:**
- EP032: Thinking Inside the Box — Anthropic's acquisition pattern and the computer-use strategy
🌐 Website: aboutclaude.xyz
🦉 X: @_about_claude
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
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