Vibe check from inside one of AI industry's main events: 'Claude mania'

At the HumanX AI conference in San Francisco, Anthropic's Claude Code (an AI coding agent, a tool that generates, edits and reviews code) has become the dominant topic in the AI industry, surpassing OpenAI's influence among executives and investors. Despite a legal dispute with the Department of Defense, Anthropic continues to gain momentum, with Claude Code generating over $2.5 billion in annualized revenue since its May 2025 public launch. The company's focus on coding rather than spreading resources across multiple AI products has positioned it well to capture enterprise contracts.