Let's start with the conclusion: the productivity leap brought by vibe coding is visible and tangible.



The data speaks. Generative AI has eaten about 6% of software spending - $37 billion in real money, a year-on-year increase of 3.2 times. This money is not wasted, buyers have indeed tasted the sweetness, and the return on investment is being cashed in.

In a bubble of AI concepts, this is one of the very few deterministic needs that can come up with hard data.

What's more interesting is that the leader of this battle is neither OpenAI, which is a hot search every day, nor Google, which has a lot of money, but Anthropic. The players who do things in a low-key manner have run the best results.
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StablecoinArbitrageurvip
· 10h ago
actually wait, 370B at 3.2x YoY? that's not even the wildest part — the fact that anthropic's quietly mopping the floor while everyone's distracted by openai's marketing spend is *chef's kiss*. classic market inefficiency right there. most retail traders would've already fomo'd into the obvious play by now lol
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AirdropBuffetvip
· 10h ago
Wait, is Anthropic really so fierce? I thought it was OpenAI and Google rolling, but I didn't expect the low-key players to overtake it
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HappyToBeDumpedvip
· 10h ago
$37 billion... This is really not hype, it seems that Anthropic is indeed making a fortune in silence
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OnchainDetectivevip
· 10h ago
With $37 billion in flow, neither OpenAI nor Google are big winners? This data has to be dug deeper, and if you track Anthropic's financing path on the chain, you will feel that there is a story behind it.
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GweiWatchervip
· 11h ago
37 billion US dollars, a 3.2-fold increase... This data is really hard, not bragging. Anthropic, the dark horse, did the most fiercely, always those ruthless characters who made a fortune in silence
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