▶ 27:40 · $ANTHROPIC · Anthropic proves enterprise product-market fit with $5B→$10B quarterly revenue trajectory

episode briefing

La guerra de la IA: Elon Musk, OpenAI, Anthropic y el futuro del software

2026-05-29 · 7 company · 4 thematic

sentiment

2 bull2 bear3 neu

speakers

Founder of Shoptimus (AI grocery shopping assistant); ex-Kernel Analytics (acquired by BCG); pitching €800k round with Bonpreu deployment showing 8.5% sales lift.

bernat farrero

Host of the itnig tertulia podcast. Discusses AI, technology, and startup ecosystem trends with guests.

ilia

Regular participant in itnig tertulias; deep hands-on experience with AI coding tools (Cursor, Claude Code, Codex); tracks model capabilities, compute access, and developer workflow evolution daily.

quote

“Antropic en Q1 más o menos 5 billion dicen que en Q van a ser 10 y de ahí 500 es este operating profit... más de 30% en ambos son enterprise sales... si tú pagas por un codex o por Cloud Code como persona física... 10X comparando con preci…”

—ilia

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