Claude · CNBC Technology
Vibe check from inside one of AI industry's main events: 'Claude mania'
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If one thing became clear at the HumanX conference in San Francisco this week, where 6,500 executives, founders and investors gathered to talk about artificial intelligence, it's that OpenAI no longer dominates the conversation in their industry.
Key facts
- Claude Code launched to the general public in May 2025, and as of February was generating more than $2.5 billion in annualized revenue
- Cisco President Jeetu Patel said roughly 85% of his company's engineering workforce, or about 18,000 employees, are using AI, but the path to getting there was unlike what he'd anticipated
- For Navrina Singh, CEO of AI governance startup Credo AI, the proliferation of new AI tools has been simultaneously exciting and anxiety inducing
- CNBC spoke with 19 executives and investors at HumanX, some of whom asked not to be named to speak freely
Summary
Anthropic's viral coding agent, Claude Code, was the tool on everyone's lips, even as many attendees acknowledged that OpenAI, Cursor and Google are offering strong alternatives. Despite its spat with the Pentagon that went public last month and quickly made its way to the courtroom, Anthropic has only gained momentum. Anthropic's early strength in the enterprise has positioned it to benefit from the soaring popularity of AI coding agents, which are used to generate, edit and re. CNBC spoke with 19 executives and investors at HumanX, some of whom asked not to be named to speak freely.