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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
So that puts Claude Code at around $1.1 billion ARR ($91m a month) and that's after juicing it with a bunch of extra access. Puts them at similar range to Cursor ($1bn ARR/$83m/mo) in November and Github Copilot in December ($1.08bn/$90m/mo). Honestly surprised at how low it is!
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2026-01-23T21:15:28.798Z