Anthropic 在 2025 年初已识别出一个 5000 亿美元的编程市场：当时内部有人每天花 100 美元买 token，折合每年 2 万至 3 万美元。按全球约 2000 万程序员计算，仅编程一项就是半个万亿美元的市场，而这还基于 9 个月前的技术。Whale Rock Capital 创始人 Alex Sacerdote 在 Claude Code 开始爆发之际作出上述表述。
By 2025, Anthropic had already identified a half-trillion-dollar coding market.
"Within Anthropic at that time (early 2025), people were spending $100 a day on tokens, comes out to $20,000 or $30,000 a year.
If you think about how many coders there are in the world, around 20 million, you have got a half-a-trillion-dollar market just from coding alone. And hat was based on 9-month-old technology."
Alex Sacerdote, the Founder of Whale Rock Capital Management, talking about early 2025, when Claude Code started exploding.
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From "Invest Like The Best" YouTube channel, (link in comment)
来源：@rohanpaul_ai · x.com