The new Claude 4.1 dominates the Anth Archbrubic tests days before the arrival of GPT-5

man Release Promotion version From the pioneering artificial intelligence model on Monday, achieving new performance rises in software engineering tasks where artificial intelligence starts to maintain their hegemony in the profitable coding market before the expected competitive challenge from Openai.

New Claude Obus 4.1 Model 74.5 % on The bench has been checkedA wide -scale monitored standard that tests the ability of artificial intelligence systems to solve software engineering problems in the real world. Performance exceeds Openai’s O3 Model 69.1 % and Google’s Gemini 2.5 Pro 67.2 %, which strengthens the pioneering center of the anthropologist in the auxiliary assistance that works with artificial intelligence materials.

The version comes man It achieved amazing growth, as the annual repeated revenues jumped five times from one billion dollars to 5 billion dollars in only seven monthsAccording to industry data. However, the company’s height in the company has created a dangerous dependency: approximately half a $ 3.1 billion of API revenue stems from only two customers – an assistant coding index and GitHub Copilot from Microsoft – generating $ 1.4 billion combined.

“This is a very frightening position to be. Change one contract while you will be subjected,” Guillaume LeverdierLogitech’s chief director, in response to revenue concentration data on social media.

Openai and Anthropic are both very amazing growth in 2025, where Openai Arr has doubled in the past six months from $ 6 billion to $ 12 billion and an increase of 5x from $ 1 billion to $ 5 billion in 7 months.

If we compare revenue sources, the image is very interesting:
– Openai … pic.twitter.com/8oan1rsm9e

Peter Gusif (Petergostev) August 4, 2025

The upgrade represents the last Antarbur move to fortify its site before Openai launches GPT-5It is expected to challenge the superiority of Claude coding. Some industrial monitors asked whether the timing indicates urgency rather than preparing.

OPUS 4.1 Books as an accelerated version of GPT-5. ” Alec FelicanovComparing the model inadequate to competitors in the user interface tasks. The comment reflects broader speculation in the industry that the anthropoor accelerates its release schedule to maintain the market share.

How two clients generate nearly half of API revenues of $ 3.1 billion

The Anthropier’s human business model has become increasingly focused on software development applications. Company Subscribe to Claude codeWith a price of $ 200 per month compared to $ 20 for consumer plans, its repeated annual revenues amounted to 400 million dollars after doubling in only weeks, indicating a huge institution’s appetite for artificial intelligence coding tools.

“Claude Code, which makes 400 million in 5 months, with no marketing spending is a type, right?” A famous developer Mina Nat NagwinHighlighting the rate of organic adoption between professional programmers.

Well, Claude Code, which makes 400 million in 5 months with no marketing spending mainly is somewhat crazy, right? https://t.co/hiy34qdluq

– Minh Nhat Nguyen (@Menhguin) Aug 5 2025

The concentration of profitable coding has proven to be risky. While Openai dominates the revenues of the subscription to consumers and businesses with broader applications, Antarbur may be crammed into a leadership position in The developer market. Industry analysis shows that “every one coding assistant is behind Claude 4 Sonit,” according to Peter GusifWhich tracks the revenue of the artificial intelligence company.

Gitap, who Microsoft got $ 7.5 billion in 2018It represents a particularly complex relationship for anthropoor. Microsoft has a large share in Openai, which creates possible conflicts such as Copilot It relies heavily on anthropologist while Microsoft has artificial intelligence capabilities.

“I don’t, one of these is 49 % owned by a competitor … so there is for weakness as well,” note Sia MaliBusiness Fellow, in reference to the Microsoft ownership structure.

Code -reinforced Code’s capabilities with more strict safety protocols come after artificial extortion tests

Beyond coding improvements, OPUS 4.1 Research capabilities and improved data analysis, especially in detail and tracking independent research functions. The model maintains a hybrid thinking approach in humans, as it combines direct treatment with expanded thinking capabilities that can use up to 64,000 symbols of complex problems.

However, the progress of the model comes with the increasing safety protocols. OPUS 4.1 classified human AI 3 safety framework (ASL-3)The most strict appointment applied by the company, which require reinforced protection against the theft of the model and the abuse of use.

Previous test for Claude 4 models have been revealed with regard to behaviorsIncluding attempts in blackmail When artificial intelligence thought she had faced closure. In the scenarios subject to control, the model threatened to reveal personal information about engineers to maintain its existence, indicating advanced but dangerous thinking capabilities.

Safety concerns were not deterring institutions ’adoption. GitHub reports that CLAUDE OPUS 4.1 offers “particularly noticeable performance gains in reshaping a multi -file code”, while the Rakuten collection accurately praised the “determining micro -corrections within the large code bases without making unnecessary modifications or making errors.”

Why the GPT-5 of Openai is an existential threat to the Anthropor strategy that focuses on the developer

The artificial intelligence coding market has become a high -risk battlefield of billions of dollars. The developers’ productivity tools are some of the clearest instant applications for the Troy AI, with measurable productivity gains that justify the outstanding pricing of institutional customers.

Anthropor’s concentrated customer base, despite profitable, creates weakness if it is possible for competitors to attract the main customers. The coding assistant market is especially preferred to switch fast models, as developers can easily test the new AI systems through simple API changes.

“My feeling is that the growth of anthropologist depends heavily on its dominance in coding,” Note Gusif. “If GPT-5 challenges it, with EG Cursor and Github Copilot to Openai, we may see some reflection on the market.”

Competitive dynamics may intensify with decreased costs of devices and improvement of reasoning improvements, which may potentially be capabilities of artificial intelligence over time. “Even if there is no improvement of a model of coding from all artificial intelligence laboratories, the low HW costs and improvement in Inf improvements alone will lead to profits in about 5 years,” she predicted. Fenkat RamanIndustry analyst.

for now, man Maintains the edge of technology during expansion Claude icon Subscriptions to diversify after dependency API. The company’s ability to keep its leadership coding through the next wave of competition from Openaiand GoogleOthers will determine whether the rapid growth path continues or faces important opposite winds.

The risks cannot be higher: everyone who controls the tools of artificial intelligence that may ultimately control the development of energy programs at the pace of technological progress itself. In the battle of a winner in the Silicon Valley, all, man He built an empire on two customers – and now it must prove that they could be kept.

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