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6 months ago

Google took roughly 22 years from founding to reach a trillion-dollar valuation. Bitcoin went from zero to a trillion-dollar market cap in about 12 years. Anthropic achieved the same milestone in just 5 years. Looking ahead, Anthropic is poised to surpass today's leaders — NVIDIA, Google, Apple, and Microsoft — and become the world's most valuable company, breaking through the $10 trillion mark and redefining the future of technology. We have dramatically underestimated the transformative power of AI programming to reshape human civilization. Its impact will dwarf Bitcoin, the internet, and even today's large language models and chatbots. The true demand for AI programming will no longer come primarily from humans. In the future, it will be driven by AI itself. Vast networks of fully autonomous AI agents will continuously interact, refactor code, and unlock emergent capabilities and entirely new demands at unprecedented scale. This is the Edison moment for AI programming. Just as Edison invented the light bulb and built power plants, yet the largest consumers of electricity today are not human-facing lights but factories, manufacturing, and exploding compute demand, the same pattern is about to unfold in AI programming.

May 12, 2026, 01:12 AM
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