Wednesday, November 4, 2026

1077 - From $2 Trillion to $20 Trillion: What Anthropic Has to Become Beyond Claude

Brian and Brandon debate what Anthropic has to become if its IPO succeeds and, in Brian’s hypothetical, it must grow from a $2 trillion company into a $20 trillion one. Brandon argues the natural next step after Claude Code is rules-based back office work like tax, accounting, and finance, and he floats a free Claude tool that prepares a basic 1040 tax return as a national proof of concept, which raises the question of whether Anthropic wants to take on Intuit directly. Brian sees a Claude version of the ERP as a logical target, given how much customers dislike the consultants and constant data integration that come with those systems, though it would mean entering SAP and Oracle territory. They also weigh whether Anthropic would announce these moves or let them emerge quietly, with Brian pointing to its claim that it could rewrite mainframe code, which he says sent IBM’s stock down, and Brandon predicting most of it will be emergent. The boldest ideas build on Bending Spoons: Brandon proposes “Claude Equity,” where Anthropic buys companies and runs them with a few people and AI, while Brian imagines using IPO money to build cheap replacements that drive down incumbents’ value before buying or swapping them. Brandon cites Anthropic’s new source control work as a possible shot at GitHub, but Brian warns that at the growth investors may expect, replacing GitHub is like a fly on a horse’s back.

 

 

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