The World Can't Keep Up with AI Labs (opens in new tab)

*Karpathy tweet, late winter* OpenAI and Anthropic might go for an IPO soon. That’s why they’re eagerly posting how fast their revenue is growing. Meanwhile, in January alone, Claude Code commits on GitHub (in publicly accessible repos) went from 2% to 4%. If that sounds small, keep in mind it’s one month, and that’s without Codex, Copilot, or Devin. By end of year Dylan Patel forecasts Claude hitting 20%+. Ilya Sutskever, back when he was still at OpenAI, often mentioned an internal meme - F...