Tech
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Jon Keegan

Anthropic data: Businesses are using Claude to automate rather than collaborate

Fresh on the heels of a revealing ChatGPT usage research paper from OpenAI, rival AI startup Anthropic released its own detailed look at how consumers and businesses are using its Claude AI chatbot.

While OpenAI’s study analyzed only end users of its ChatGPT chatbot, the Anthropic Economic Index report includes how businesses are using Claude via its API (application programming interface).

In a worrying sign of how AI might replace whole categories of human labor, Anthropic found that 77% of businesses using Claude were automating whole jobs away rather than collaborating with humans while they do their jobs.

The number of Claude users overall is tiny compared to ChatGPT, but its users do way more coding with the tool than with OpenAI’s chatbot.

The report also breaks down Claude usage by geography, showing that in the US, Washington, DC, has the highest Claude usage per capita, where the top tasks were document editing, gathering information, and job applications.

Anthropic Finds Businesses Are Mainly Using AI to Automate Work

Anthropic Finds Businesses Are Mainly Using AI to Automate Work

In a worrying sign of how AI might replace whole categories of human labor, Anthropic found that 77% of businesses using Claude were automating whole jobs away rather than collaborating with humans while they do their jobs.

The number of Claude users overall is tiny compared to ChatGPT, but its users do way more coding with the tool than with OpenAI’s chatbot.

The report also breaks down Claude usage by geography, showing that in the US, Washington, DC, has the highest Claude usage per capita, where the top tasks were document editing, gathering information, and job applications.

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Waymo’s now serving more than 500,000 paid robotaxi rides every week

The Alphabet-owned company grew its ridership more than tenfold in less than two years.

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Jon Keegan

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

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Rani Molla

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

Exclusive | The SpaceX IPO Will Be Just as Unconventional as Musk Himself

Exclusive | The SpaceX IPO Will Be Just as Unconventional as Musk Himself

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

tech
Rani Molla

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

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