That is a tectonic shift. And from what I understand, that explosion for Anthropic is driven largely by their Cloud Code tool, right? Which commands significantly higher earnings per use from enterprise developers. Exactly. Cloud Code is just printing money for them right now. Now, OpenAI did state their growth rebounded slightly after their GPP 5.6 model arrived in July. But clearly, it wasn't enough to close a multi-billion dollar gap. If you are a developer or an enterprise leader listening to this, is the exact moment you have to seriously evaluate your multi-model strategies. Oh, without a doubt. You can no longer just default to the OpenAI API if their compute tax is going to slow down their deployment cycles or, you know, drive up your enterprise cost.

And that is so now they're more than double in Q2 of this year. So they're 14x from last year, but just from last quarter, they're more than double. So that is more than Anthropic's entire $10 billion in revenue that they made last year. They were able to make that already, which is wild. So a lot of these coding tools are driving the growth there. If you're just kind of looking at what segment is using the usage, Cloud's integration into a lot of products. I mean, even Cursor, which SpaceX just acquired, is driving a ton of the usage, which is a GitHub alternative. And it has a huge chunk of the market. Anthropic's annualized run rate hit $47 billion in May, which is above OpenAI's $40 billion run rate.