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Anthropic’s breakout moment: how Claude won business and shook markets

Start-up’s bet on enterprise users is paying off as coding tools fuel revenue and investor frenzy

Anthropic achieved a breakout moment this week, as investors bet the start-up has cornered the market selling AI products to businesses, worth hundreds of billions of dollars in revenue.

The AI lab has kept a lower profile than rivals OpenAI, Google and Meta, which have focused on consumer-facing products, instead pitching its models as tools for developers and companies.

That strategy came into focus over recent days with the release of new software that spooked public markets. Anthropic also captured attention with a Super Bowl advert that took aim at rivals, eliciting a tetchy response from OpenAI chief Sam Altman.

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