The enterprise AI coding market is now estimated at $34 billion annually, with Claude Code from Anthropic and OpenAI’s Codex capturing roughly 70%, or $24 billion combined. At Anthropic, the Claude family accounted for more than 90% of code contributions in September 2026, while the average number of merged lines of code per contributor had reached eight times its pre-2025 level. The company attributes a doubling in its research and development pace to its AI tools, but it has also reported declining demand for entry-level technical positions. Dario Amodei said AI could potentially handle nearly all software engineering tasks within six to twelve months, while Anthropic is reportedly targeting a potential IPO for November 2026.
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